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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $42,342 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $9,180 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,007 | $65,061+59.9% | $143,757-27.7% | $66,914+55.4% |
| Participation rate | 93.8% | 65.2%+28.7pp | 80.3%+13.5pp | 69.8%+24.0pp |
| Annual return | 23.59% | -11.14%+34.7pp | -0.04%+23.6pp | 1.58%+22.0pp |
| Employer contribution / active EE | $92 | $2,361-96.1% | $4,951-98.1% | $2,544-96.4% |
| Participant deferral / active EE | $4,460 | $2,919+52.8% | $5,637-20.9% | $4,237+5.3% |
| Admin fee / account holder | $418 | $502-16.8% | $14,673-97.2% | $593-29.6% |