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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,839 |
Filed as: HALBERT HARGROVE GLOBAL ADVISORS LL Service code 27 P O BOX 1070 · LONG BEACH, CA 908019931 | Advisory (Plan) | $22,676 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,403 | $69,848+312.9% | $115,756+149.1% | $66,914+331.0% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | -13.52% | 969.66%-983.2pp | 143.14%-156.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $4,524 | $2,613+73.2% | $3,793+19.3% | $2,544+77.8% |
| Participant deferral / active EE | $12,669 | $4,274+196.4% | $6,254+102.6% | $4,237+199.0% |
| Admin fee / account holder | $350 | $337+3.8% | $8,124-95.7% | $593-41.0% |