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 15 · EIN 13-3689044 | Recordkeeping | $111,096 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $338 |
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 | $100,409 | $129,021-22.2% | $184,203-45.5% | $77,643+29.3% |
| Participation rate | 75.9% | 87.3%-11.4pp | 86.8%-10.9pp | 70.6%+5.4pp |
| Annual return | 14.69% | 33.27%-18.6pp | 28.81%-14.1pp | 31.24%-16.5pp |
| Employer contribution / active EE | $2,816 | $4,413-36.2% | $6,427-56.2% | $2,726+3.3% |
| Participant deferral / active EE | $4,477 | $7,297-38.7% | $9,131-51.0% | $4,647-3.7% |
| Admin fee / account holder | $316 | $254+24.4% | $13,901-97.7% | $430-26.7% |