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 7-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 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,659 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,750 |
Filed as: LARSON ALLEN LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $5,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,287 | $87,870-28.0% | $113,168-44.1% | $74,304-14.8% |
| Participation rate | 41.0% | 70.7%-29.7pp | 76.6%-35.6pp | 60.3%-19.3pp |
| Annual return | 13.73% | 26.44%-12.7pp | 24.27%-10.5pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,469 | $2,277-35.5% | $2,975-50.6% | $2,241-34.5% |
| Participant deferral / active EE | $2,984 | $4,241-29.6% | $5,107-41.6% | $3,767-20.8% |
| Admin fee / account holder | $440 | $3,368-86.9% | $12,068-96.4% | $2,969-85.2% |