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 | $15,840 |
Service code 27 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Advisory (Plan) | $14,600 |
Service code 27 511 N BROADWAY STE 801 · MILWAUKEE, WI 53202 | Advisory (Plan) | $1,470 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,144 | $49,915-9.6% | $154,803-70.8% | $74,304-39.2% |
| Participation rate | 61.9% | 54.0%+8.0pp | 78.1%-16.1pp | 60.3%+1.6pp |
| Annual return | 15.11% | 34.06%-18.9pp | 58.88%-43.8pp | 29.43%-14.3pp |
| Employer contribution / active EE | $901 | $1,611-44.1% | $4,305-79.1% | $2,241-59.8% |
| Participant deferral / active EE | $1,742 | $2,255-22.7% | $5,540-68.6% | $3,767-53.7% |
| Admin fee / account holder | $343 | $2,189-84.3% | $14,329-97.6% | $2,969-88.4% |