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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,905 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $18,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,279 | $77,503+53.9% | $100,391+18.8% | $80,856+47.5% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 67.6%+17.4pp |
| Annual return | 17.45% | 37.20%-19.7pp | 49.20%-31.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,692 | $2,801-3.9% | $3,942-31.7% | $2,755-2.3% |
| Participant deferral / active EE | $11,695 | $6,820+71.5% | $8,082+44.7% | $4,296+172.2% |
| Admin fee / account holder | $378 | $5,897-93.6% | $7,899-95.2% | $6,918-94.5% |