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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,116 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $41,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,850 | $78,483-16.1% | $106,201-38.0% | $74,546-11.7% |
| Participation rate | 94.8% | 72.8%+22.0pp | 75.3%+19.5pp | 67.2%+27.6pp |
| Annual return | 10.97% | 15.94%-5.0pp | 116.26%-105.3pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $2,996 | $2,522+18.8% | $3,170-5.5% | $2,624+14.2% |
| Participant deferral / active EE | $5,548 | $4,320+28.4% | $5,012+10.7% | $4,347+27.6% |
| Admin fee / account holder | $486 | $2,236-78.3% | $11,039-95.6% | $1,944-75.0% |