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 |
|---|---|---|
Service code 27 · EIN 43-1451524 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $43,927 |
Service code 28 · EIN 43-1451524 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Investment Management | $41,950 |
Service code 13 · EIN 68-0414789 590 LENNON LANE · WALNUT CREEK, CA 94598 | Contract Administrator | $13,422 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 94-2656190 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,018 |
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 | $135,856 | $88,087+54.2% | $164,866-17.6% | $74,546+82.2% |
| Participation rate | 69.4% | 73.1%-3.7pp | 78.6%-9.3pp | 67.2%+2.1pp |
| Annual return | 11.15% | 17.27%-6.1pp | 69.97%-58.8pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $3,397 | $2,595+30.9% | $4,343-21.8% | $2,624+29.4% |
| Participant deferral / active EE | $4,332 | $4,499-3.7% | $6,033-28.2% | $4,347-0.4% |
| Admin fee / account holder | $576 | $2,232-74.2% | $12,689-95.5% | $1,944-70.4% |