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 47-1411118 | Advisory (Plan) | $37,309 |
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $26,680 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $4,414 |
ACTUARIES UNLIMITED, INC.4 years Service code 13 · EIN 95-3654973 16030 VENTURA BLVD. STE 320 · ENCINO, CA 91436 | Contract Administrator | $3,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,801 | $65,435-11.7% | $86,677-33.3% | $66,914-13.6% |
| Participation rate | 62.7% | 75.5%-12.7pp | 76.6%-13.8pp | 69.8%-7.1pp |
| Annual return | -19.80% | -10.89%-8.9pp | 35.91%-55.7pp | 1.58%-21.4pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,973 | $4,100-51.9% | $4,656-57.6% | $4,237-53.4% |
| Admin fee / account holder | $591 | $642-7.9% | $7,493-92.1% | $593-0.4% |