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 | $62,986 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 1100 SUPERIOR AVE., STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $27,500 |
CAMPBELL ALBRECHT9 years Service code 13 · EIN 77-0536619 20750 VENTURA BLVD, SUITE 200 · WOODLAND HILLS, CA 91364 | Contract Administrator | $5,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $3,633 |
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 | $108,789 | $62,127+75.1% | $81,382+33.7% | $74,495+46.0% |
| Participation rate | 78.3% | 64.0%+14.3pp | 69.5%+8.8pp | 67.2%+11.1pp |
| Annual return | 12.37% | 16.48%-4.1pp | 24.73%-12.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,849 | $1,882-1.8% | $2,463-24.9% | $2,623-29.5% |
| Participant deferral / active EE | $3,541 | $3,229+9.7% | $3,883-8.8% | $4,346-18.5% |
| Admin fee / account holder | $339 | $1,934-82.5% | $5,768-94.1% | $1,942-82.5% |