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 | $85,515+6.7% | $112,040-18.6% | $67,986+34.2% |
| Participation rate | 61.8% | 68.2%-6.4pp | 76.5%-14.7pp | 57.2%+4.6pp |
| Annual return | 14.62% | 29.68%-15.1pp | 24.52%-9.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,325 | $2,191-39.5% | $2,954-55.2% | $2,019-34.4% |
| Participant deferral / active EE | $4,035 | $4,014+0.5% | $5,098-20.9% | $3,358+20.1% |
| Admin fee / account holder | $408 | $3,774-89.2% | $12,098-96.6% | $3,203-87.3% |