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 · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,947 |
KOVACK SECURITIES INC2 years Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $1,816 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,990 | $159,901-65.0% | $146,958-61.9% | $145,922-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.49% | 98.13%-94.6pp | 418.34%-414.8pp | 561.29%-557.8pp |
| Employer contribution / active EE | $2,546 | $5,286-51.8% | $4,933-48.4% | $4,660-45.4% |
| Participant deferral / active EE | $5,093 | $8,428-39.6% | $8,070-36.9% | $6,688-23.8% |
| Admin fee / account holder | $927 | $15,044-93.8% | $12,998-92.9% | $13,397-93.1% |