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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,594 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,702 |
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 | $120,618 | $76,670+57.3% | $96,683+24.8% | $71,457+68.8% |
| Participation rate | 98.7% | 66.6%+32.1pp | 74.3%+24.3pp | 67.9%+30.8pp |
| Annual return | 14.25% | 48.29%-34.0pp | 35.69%-21.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $9,645 | $3,031+218.2% | $3,737+158.1% | $2,588+272.7% |
| Participant deferral / active EE | $6,847 | $3,771+81.6% | $4,878+40.4% | $4,289+59.7% |
| Admin fee / account holder | $579 | $2,028-71.5% | $6,730-91.4% | $1,587-63.5% |