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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,530 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 13 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Contract Administrator | $29,088 |
PREMIER RETIREMENT PARTNERS2 years Service code 13 · EIN 83-1239374 | Contract Administrator | $15,228 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,579 |
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 | $71,575 | $88,087-18.7% | $164,866-56.6% | $74,546-4.0% |
| Participation rate | 88.6% | 73.1%+15.5pp | 78.6%+10.0pp | 67.2%+21.4pp |
| Annual return | 16.81% | 17.27%-0.5pp | 69.97%-53.2pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $2,650 | $2,595+2.1% | $4,343-39.0% | $2,624+1.0% |
| Participant deferral / active EE | $6,323 | $4,499+40.5% | $6,033+4.8% | $4,347+45.5% |
| Admin fee / account holder | $404 | $2,232-81.9% | $12,689-96.8% | $1,944-79.2% |