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 3-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,414 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $13,830 |
STALKER & ASSOCIATES, INC.2 years Filed as: STALKER & ASSOCIATES,INC Service code 13 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $9,726 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,738 | $59,417+35.9% | $93,606-13.7% | $74,495+8.4% |
| Participation rate | 64.8% | 59.7%+5.2pp | 68.7%-3.9pp | 67.2%-2.4pp |
| Annual return | 8.10% | 81.83%-73.7pp | 133.20%-125.1pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $990 | $1,264-21.6% | $2,420-59.1% | $2,623-62.2% |
| Participant deferral / active EE | $3,041 | $3,050-0.3% | $4,411-31.1% | $4,346-30.0% |
| Admin fee / account holder | $453 | $3,021-85.0% | $8,285-94.5% | $1,942-76.7% |