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 9-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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $94,575 |
Filed as: CHARLES SCHWAB & CO., IN Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $208,062 | $82,664+151.7% | $125,339+66.0% | $68,494+203.8% |
| Participation rate | 93.0% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.1pp |
| Annual return | -14.00% | -5.97%-8.0pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $5,457 | $3,381+61.4% | $4,814+13.4% | $2,596+110.2% |
| Participant deferral / active EE | $8,260 | $6,110+35.2% | $7,446+10.9% | $4,027+105.1% |
| Admin fee / account holder | $631 | $6,275-90.0% | $10,010-93.7% | $5,403-88.3% |