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 8-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 EAST OCHARD ROAD · GREENWOOD ROAD, CO 80111 | Recordkeeping Fees | $8,938 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $4,784 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,442 | $110,094-76.9% | $151,611-83.2% | $68,494-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.11% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,389 | $4,471-46.6% | $6,166-61.3% | $2,596-8.0% |
| Participant deferral / active EE | $3,900 | $6,527-40.3% | $8,363-53.4% | $4,027-3.2% |
| Admin fee / account holder | $432 | $7,719-94.4% | $11,616-96.3% | $5,403-92.0% |