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 | $65,816 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $23,625 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,033 | $81,908-10.8% | $90,749-19.5% | $64,808+12.7% |
| Participation rate | 62.6% | 80.5%-17.9pp | 75.7%-13.1pp | 71.5%-8.9pp |
| Annual return | -13.29% | -12.53%-0.8pp | -12.16%-1.1pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,418 | $3,065-21.1% | $2,921-17.2% | $2,506-3.5% |
| Participant deferral / active EE | $3,459 | $4,840-28.5% | $4,564-24.2% | $4,310-19.8% |
| Admin fee / account holder | $657 | $157+317.9% | $8,445-92.2% | $188+249.7% |