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 | $32,386 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $31,579 |
AERO AIR LLC2 years Service code 99 2050 NE 25TH AVE · HILLSBORO, OR 97124 | Other Fees | $28,550 |
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 | $50,841 | $54,517-6.7% | $75,972-33.1% | $74,495-31.8% |
| Participation rate | 97.6% | 60.3%+37.3pp | 69.1%+28.5pp | 67.2%+30.4pp |
| Annual return | 12.64% | 31.82%-19.2pp | 359.55%-346.9pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,406 | $1,777+91.6% | $2,685+26.9% | $2,623+29.8% |
| Participant deferral / active EE | $7,131 | $3,066+132.6% | $4,255+67.6% | $4,346+64.1% |
| Admin fee / account holder | $330 | $2,229-85.2% | $6,467-94.9% | $1,942-83.0% |