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 | $21,796 |
FREEDOM FIDUCIARIES LLC1 year Service code 27 250 S 5TH ST · BOISE, ID 83702 | Advisory (Plan) | $17,974 |
Service code 13 3101 W MAIN STREET · BOISE, ID 83702 | Contract Administrator | $10,913 |
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 | $97,137 | $81,460+19.2% | $103,333-6.0% | $80,856+20.1% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 13.08% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,392 | $3,105+9.2% | $3,868-12.3% | $2,755+23.1% |
| Participant deferral / active EE | $5,003 | $3,869+29.3% | $5,057-1.1% | $4,296+16.5% |
| Admin fee / account holder | $507 | $6,566-92.3% | $8,355-93.9% | $6,918-92.7% |