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 |
|---|---|---|
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $25,610 |
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,315 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $137 |
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 | $80,369 | $49,915+61.0% | $154,803-48.1% | $74,304+8.2% |
| Participation rate | 81.0% | 54.0%+27.0pp | 78.1%+2.9pp | 60.3%+20.7pp |
| Annual return | 16.61% | 34.06%-17.4pp | 58.88%-42.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,228 | $1,611-23.8% | $4,305-71.5% | $2,241-45.2% |
| Participant deferral / active EE | $4,546 | $2,255+101.6% | $5,540-17.9% | $3,767+20.7% |
| Admin fee / account holder | $434 | $2,189-80.2% | $14,329-97.0% | $2,969-85.4% |