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 | $85,153 |
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $82,560 |
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 | $148,016 | $122,239+21.1% | $184,203-19.6% | $74,495+98.7% |
| Participation rate | 76.6% | 85.5%-8.9pp | 86.8%-10.2pp | 67.2%+9.4pp |
| Annual return | 12.65% | 19.95%-7.3pp | 28.81%-16.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,397 | $4,537-47.2% | $6,427-62.7% | $2,623-8.6% |
| Participant deferral / active EE | $5,242 | $7,139-26.6% | $9,131-42.6% | $4,346+20.6% |
| Admin fee / account holder | $723 | $1,260-42.6% | $13,901-94.8% | $1,942-62.8% |