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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,722 |
RANDALL & HURLEY, INC.6 years Filed as: RANDALL & HURLEY, INC Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $13,585 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
RANDALL & HURLEY, INC.4 years Service code 13 | Contract Administrator | $6,620 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,000 |
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 | $46,953 | $29,546+58.9% | $56,441-16.8% | $77,671-39.5% |
| Participation rate | 21.9% | 32.7%-10.8pp | 52.5%-30.6pp | 70.6%-48.7pp |
| Annual return | 14.13% | 19.01%-4.9pp | 1704.21%-1690.1pp | 31.21%-17.1pp |
| Employer contribution / active EE | $574 | $568+1.0% | $1,039-44.8% | $2,726-78.9% |
| Participant deferral / active EE | $994 | $1,061-6.3% | $1,953-49.1% | $4,648-78.6% |
| Admin fee / account holder | $321 | $1,046-69.3% | $2,829-88.7% | $430-25.5% |