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 | $11,072 |
THE RETIREMENT ADVANTAGE INC8+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $1,000 |
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 | $78,367 | $65,435+19.8% | $86,677-9.6% | $66,914+17.1% |
| Participation rate | 85.9% | 75.5%+10.5pp | 76.6%+9.4pp | 69.8%+16.1pp |
| Annual return | -10.49% | -10.89%+0.4pp | 35.91%-46.4pp | 1.58%-12.1pp |
| Employer contribution / active EE | $2,149 | $2,153-0.2% | $2,836-24.2% | $2,544-15.5% |
| Participant deferral / active EE | $4,675 | $4,100+14.0% | $4,656+0.4% | $4,237+10.3% |
| Admin fee / account holder | $477 | $642-25.7% | $7,493-93.6% | $593-19.6% |