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 | $36,143 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 13 1100 SUPERIOR AVE · CLEVELAND, OH 44114 | Contract Administrator | $35,991 |
PREMIER RETIREMENT PARTNERS3 years Service code 13 · EIN 83-1239374 | Contract Administrator | $12,724 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,263 |
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 | $77,856 | $96,484-19.3% | $156,263-50.2% | $74,304+4.8% |
| Participation rate | 79.5% | 67.7%+11.8pp | 78.9%+0.6pp | 60.3%+19.1pp |
| Annual return | 16.86% | 17.73%-0.9pp | 59.47%-42.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,234 | $2,528-11.7% | $4,333-48.5% | $2,241-0.3% |
| Participant deferral / active EE | $5,123 | $4,286+19.5% | $6,158-16.8% | $3,767+36.0% |
| Admin fee / account holder | $381 | $3,728-89.8% | $14,255-97.3% | $2,969-87.2% |