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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,607 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $18,549 |
REDWOOD PENSIONS, LLC7 years Service code 13 · EIN 27-2431450 | Contract Administrator | $14,830 |
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 | $169,262 | $84,487+100.3% | $125,339+35.0% | $66,914+153.0% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -16.97% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $6,967 | $3,553+96.1% | $4,814+44.7% | $2,544+173.8% |
| Participant deferral / active EE | $10,339 | $6,781+52.5% | $7,446+38.8% | $4,237+144.0% |
| Admin fee / account holder | $1,165 | $685+70.1% | $10,010-88.4% | $593+96.4% |