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 | $74,199 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $46,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $118,918 | $84,556+40.6% | $116,228+2.3% | $74,304+60.0% |
| Participation rate | 66.7% | 66.0%+0.6pp | 74.6%-7.9pp | 60.3%+6.3pp |
| Annual return | 15.47% | 18.35%-2.9pp | 90.06%-74.6pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,445 | $2,168+12.8% | $2,994-18.4% | $2,241+9.1% |
| Participant deferral / active EE | $3,783 | $3,814-0.8% | $4,953-23.6% | $3,767+0.4% |
| Admin fee / account holder | $633 | $3,792-83.3% | $11,989-94.7% | $2,969-78.7% |