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 | $10,529 |
MMLIS1 year Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
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 | $207,693 | $62,603+231.8% | $104,294+99.1% | $66,914+210.4% |
| Participation rate | 82.4% | 59.6%+22.8pp | 73.3%+9.1pp | 69.8%+12.5pp |
| Annual return | -16.62% | -14.70%-1.9pp | 24.61%-41.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $9,962 | $1,972+405.3% | $3,372+195.5% | $2,544+291.5% |
| Participant deferral / active EE | $6,483 | $2,853+127.3% | $4,625+40.2% | $4,237+53.0% |
| Admin fee / account holder | $309 | $656-52.9% | $7,339-95.8% | $593-47.9% |