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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,574 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,192 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 | Advisory (Plan) | $16,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,543 | $50,982-34.2% | $154,803-78.3% | $85,563-60.8% |
| Participation rate | 43.4% | 59.8%-16.4pp | 78.1%-34.7pp | 66.0%-22.6pp |
| Annual return | 17.28% | 30.35%-13.1pp | 58.88%-41.6pp | 31.51%-14.2pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,367 | $2,474-44.8% | $5,540-75.3% | $4,375-68.8% |
| Admin fee / account holder | $363 | $846-57.1% | $14,329-97.5% | $834-56.5% |