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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,293 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES ST · OMAHA, NE 68130 | Contract Administrator | $13,994 |
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 | $140,046 | $101,317+38.2% | $146,958-4.7% | $74,495+88.0% |
| Participation rate | 98.6% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 13.73% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $5,132 | $3,810+34.7% | $4,933+4.0% | $2,623+95.6% |
| Participant deferral / active EE | $9,417 | $7,303+28.9% | $8,070+16.7% | $4,346+116.7% |
| Admin fee / account holder | $467 | $1,739-73.1% | $12,998-96.4% | $1,942-75.9% |