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 | $74,803 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $71,151 |
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 | $136,317 | $130,194+4.7% | $169,993-19.8% | $71,457+90.8% |
| Participation rate | 79.3% | 86.1%-6.9pp | 87.0%-7.7pp | 67.9%+11.3pp |
| Annual return | 17.46% | 20.37%-2.9pp | 53.37%-35.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,594 | $4,381-40.8% | $6,785-61.8% | $2,588+0.3% |
| Participant deferral / active EE | $5,664 | $6,923-18.2% | $10,408-45.6% | $4,289+32.1% |
| Admin fee / account holder | $640 | $966-33.7% | $12,815-95.0% | $1,587-59.7% |