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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $53,729 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 33 · EIN 41-0944586 7755 3RD ST N · OAKDALE, MN 55128 | Other commissions; Securities brokera... | $15,331 |
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 | $70,977 | $77,503-8.4% | $100,391-29.3% | $80,856-12.2% |
| Participation rate | 76.5% | 76.9%-0.5pp | 81.5%-5.0pp | 67.6%+8.8pp |
| Annual return | 12.30% | 37.20%-24.9pp | 49.20%-36.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,699 | $6,820-1.8% | $8,082-17.1% | $4,296+55.9% |
| Admin fee / account holder | $410 | $5,897-93.0% | $7,899-94.8% | $6,918-94.1% |