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 | $34,491 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,725 |
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 | $37,784 | $64,119-41.1% | $112,228-66.3% | $66,914-43.5% |
| Participation rate | 92.8% | 68.5%+24.3pp | 75.1%+17.7pp | 69.8%+23.0pp |
| Annual return | -11.39% | -13.81%+2.4pp | 27.45%-38.8pp | 1.58%-13.0pp |
| Employer contribution / active EE | $1,014 | $3,005-66.3% | $3,635-72.1% | $2,544-60.1% |
| Participant deferral / active EE | $5,497 | $3,693+48.9% | $4,728+16.3% | $4,237+29.7% |
| Admin fee / account holder | $326 | $625-47.9% | $6,410-94.9% | $593-45.0% |