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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $62,468 |
GRASSI & CO1 year Filed as: GRASSI & CO CPAS PC Service code 10 488 MADISON AVE · NEW YORK, NY 10022 | Accounting | $25,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,761 | $76,912+125.9% | $129,110+34.6% | $68,494+153.7% |
| Participation rate | 74.1% | 69.1%+5.0pp | 77.3%-3.1pp | 67.9%+6.2pp |
| Annual return | -8.92% | -9.78%+0.9pp | -10.94%+2.0pp | -7.84%-1.1pp |
| Employer contribution / active EE | $4,275 | $3,243+31.8% | $5,052-15.4% | $2,596+64.6% |
| Participant deferral / active EE | $7,291 | $4,732+54.1% | $6,542+11.4% | $4,027+81.0% |
| Admin fee / account holder | $685 | $6,638-89.7% | $14,302-95.2% | $5,403-87.3% |