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 Service code 49 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Services | $60,534 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,677 |
MMLIS2 years Service code 49 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Other Services | $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 | $227,309 | $57,651+294.3% | $112,229+102.5% | $71,457+218.1% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 19.55% | 18.32%+1.2pp | 30.20%-10.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $12,150 | $1,913+535.0% | $3,430+254.2% | $2,588+369.5% |
| Participant deferral / active EE | $7,743 | $2,863+170.4% | $4,798+61.4% | $4,289+80.5% |
| Admin fee / account holder | $318 | $1,581-79.9% | $7,748-95.9% | $1,587-80.0% |