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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,146 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $24,434 |
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.)
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 | $91,245 | $87,870+3.8% | $113,168-19.4% | $74,304+22.8% |
| Participation rate | 61.8% | 70.7%-8.9pp | 76.6%-14.8pp | 60.3%+1.5pp |
| Annual return | 14.62% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,325 | $2,277-41.8% | $2,975-55.5% | $2,241-40.9% |
| Participant deferral / active EE | $4,035 | $4,241-4.9% | $5,107-21.0% | $3,767+7.1% |
| Admin fee / account holder | $408 | $3,368-87.9% | $12,068-96.6% | $2,969-86.2% |