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 | $25,798 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $23,043 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,586 |
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 | $129,660 | $88,083+47.2% | $164,813-21.3% | $74,495+74.1% |
| Participation rate | 75.6% | 73.0%+2.5pp | 78.6%-3.0pp | 67.2%+8.4pp |
| Annual return | 12.51% | 17.26%-4.8pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,174 | $2,593-16.1% | $4,341-49.9% | $2,623-17.1% |
| Participant deferral / active EE | $3,702 | $4,498-17.7% | $6,031-38.6% | $4,346-14.8% |
| Admin fee / account holder | $516 | $2,234-76.9% | $12,690-95.9% | $1,942-73.4% |