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 |
|---|---|---|
Service code 27 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $31,359 |
Filed as: EMPOWER ANNUITY INC CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,282 |
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 | $91,587 | $91,407+0.2% | $135,903-32.6% | $71,457+28.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 21.07% | 29.90%-8.8pp | 68.23%-47.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $5,295 | $3,703+43.0% | $4,856+9.0% | $2,588+104.6% |
| Participant deferral / active EE | $10,077 | $7,092+42.1% | $7,758+29.9% | $4,289+135.0% |
| Admin fee / account holder | $321 | $1,266-74.6% | $10,762-97.0% | $1,587-79.8% |