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 | $40,810 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $37,674 |
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 | $41,933 | $86,929-51.8% | $102,423-59.1% | $80,856-48.1% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.6pp |
| Annual return | 10.96% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $788 | $2,369-66.7% | $3,023-73.9% | $2,755-71.4% |
| Participant deferral / active EE | $5,613 | $4,118+36.3% | $5,053+11.1% | $4,296+30.7% |
| Admin fee / account holder | $561 | $8,049-93.0% | $9,451-94.1% | $6,918-91.9% |