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 15 · EIN 84-0467907 | Recordkeeping | $136,737 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,157 |
MMLIS3 years Service code 55 1295 STATE STREET · 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 | $215,754 | $101,317+113.0% | $146,958+46.8% | $74,495+189.6% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.8pp |
| Annual return | 16.77% | 8730.91%-8714.1pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,092 | $3,810-18.9% | $4,933-37.3% | $2,623+17.9% |
| Participant deferral / active EE | $10,322 | $7,303+41.3% | $8,070+27.9% | $4,346+137.5% |
| Admin fee / account holder | $579 | $1,739-66.7% | $12,998-95.5% | $1,942-70.2% |