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 9-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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,172 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 99 | Other Fees | $41 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,972 | $138,044-17.4% | $125,339-9.1% | $134,475-15.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.06% | 750.33%-751.4pp | 572.05%-573.1pp | 417.96%-419.0pp |
| Employer contribution / active EE | $1,669 | $5,243-68.2% | $4,814-65.3% | $4,740-64.8% |
| Participant deferral / active EE | $6,290 | $7,799-19.3% | $7,446-15.5% | $6,400-1.7% |
| Admin fee / account holder | $324 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |