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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $79,693 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $46,128 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,043 |
Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 01581 | Accounting | $22,115 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,707 |
FORVIS MAZARS, LLP2 years Filed as: WEISER LLP Service code 10 60 CROSSWAYS PARK DR W STE 301 · WOODBURY, NY 117979816 | Accounting | $3,120 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,218 | $92,055-57.4% | $106,213-63.1% | $77,643-49.5% |
| Participation rate | 92.2% | 81.0%+11.2pp | 75.3%+16.9pp | 70.6%+21.6pp |
| Annual return | 13.17% | 17.91%-4.7pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,417 | $3,367-28.2% | $3,171-23.8% | $2,726-11.3% |
| Participant deferral / active EE | $4,160 | $5,386-22.8% | $5,016-17.1% | $4,647-10.5% |
| Admin fee / account holder | $501 | $219+128.6% | $11,033-95.5% | $430+16.4% |