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 4-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,944 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,941 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $10,283 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,057 |
Filed as: EMPOWER FINANCIAL SERVICES , INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Filed as: GWFS EQUITIES, INC. Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $105,277 | $55,415+90.0% | $155,509-32.3% | $74,495+41.3% |
| Participation rate | 98.6% | 61.9%+36.6pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | -2.70% | 268.50%-271.2pp | 64.67%-67.4pp | 1364.94%-1367.6pp |
| Employer contribution / active EE | $2,520 | $2,267+11.2% | $4,672-46.1% | $2,623-3.9% |
| Participant deferral / active EE | $6,286 | $2,836+121.6% | $5,626+11.7% | $4,346+44.6% |
| Admin fee / account holder | $374 | $1,738-78.5% | $15,912-97.6% | $1,942-80.7% |