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 | $5,486 |
NWRPC LLC1 year Service code 13 413 29TH STREET NE · PUYALLUP, WA 98372 | Contract Administrator | $347 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 99 | Other Fees | $94 |
ASCENSUS LLC2 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,862 | $148,534-10.6% | $135,903-2.2% | $139,434-4.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.72% | 79.19%-75.5pp | 68.23%-64.5pp | 372.94%-369.2pp |
| Employer contribution / active EE | $1,793 | $5,243-65.8% | $4,856-63.1% | $4,751-62.2% |
| Participant deferral / active EE | $9,745 | $8,100+20.3% | $7,758+25.6% | $6,710+45.2% |
| Admin fee / account holder | $1,093 | $12,400-91.2% | $10,762-89.8% | $11,403-90.4% |