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 9-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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $220,675 |
MSJC LLP6 years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $83,911 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $10,850 |
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 | $41,123 | $42,353-2.9% | $79,550-48.3% | $64,808-36.5% |
| Participation rate | 91.5% | 64.8%+26.8pp | 69.5%+22.1pp | 71.5%+20.1pp |
| Annual return | -14.81% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,001 | $1,181-15.2% | $2,413-58.5% | $2,506-60.1% |
| Participant deferral / active EE | $4,921 | $3,170+55.2% | $3,985+23.5% | $4,310+14.2% |
| Admin fee / account holder | $311 | $160+94.6% | $6,832-95.5% | $188+65.4% |