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 | $61,931 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,227 |
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 | $121,978 | $80,724+51.1% | $103,333+18.0% | $74,495+63.7% |
| Participation rate | 96.5% | 65.7%+30.8pp | 74.5%+22.0pp | 67.2%+29.3pp |
| Annual return | 11.66% | 27.56%-15.9pp | 24.88%-13.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $8,503 | $3,157+169.3% | $3,868+119.8% | $2,623+224.2% |
| Participant deferral / active EE | $6,808 | $3,860+76.4% | $5,057+34.6% | $4,346+56.7% |
| Admin fee / account holder | $550 | $2,368-76.8% | $8,355-93.4% | $1,942-71.7% |