See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,760 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $54,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,425 |
HARTZELL PROPELLER INC9 years Service code 99 ONE PROPELLAR PL · PIQUA, OH 45356 | Other Fees | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,415 | $88,890+58.0% | $102,423+37.1% | $77,643+80.8% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.1pp | 70.6%+28.0pp |
| Annual return | 12.50% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,517 | $2,698+141.6% | $3,023+115.6% | $2,726+139.1% |
| Participant deferral / active EE | $6,500 | $5,145+26.3% | $5,053+28.6% | $4,647+39.9% |
| Admin fee / account holder | $310 | $235+31.8% | $9,451-96.7% | $430-27.9% |