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: EMPLOWER ANNUITY INSURANCE CO AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,901 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,108 | $87,013+0.1% | $106,213-18.0% | $80,856+7.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 3.24% | 17.05%-13.8pp | 116.14%-112.9pp | 35.59%-32.4pp |
| Employer contribution / active EE | $3,180 | $2,395+32.7% | $3,171+0.3% | $2,755+15.4% |
| Participant deferral / active EE | $2,807 | $3,986-29.6% | $5,016-44.0% | $4,296-34.7% |
| Admin fee / account holder | $15,914 | $8,431+88.8% | $11,033+44.2% | $6,918+130.0% |