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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,332 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY LLC Service code 55 222 W ADAMS ST · ILLINOIS, IL 60606 | Other Commissions | $9,421 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,966 | $86,929-27.6% | $102,423-38.5% | $80,856-22.1% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.6%+29.9pp |
| Annual return | 11.90% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,479 | $2,369-37.6% | $3,023-51.1% | $2,755-46.3% |
| Participant deferral / active EE | $4,480 | $4,118+8.8% | $5,053-11.3% | $4,296+4.3% |
| Admin fee / account holder | $333 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |