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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $60,419 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $38,719 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,829 | $89,436+91.0% | $164,813+3.7% | $77,643+120.0% |
| Participation rate | 56.3% | 78.6%-22.3pp | 78.6%-22.3pp | 70.6%-14.2pp |
| Annual return | 17.74% | 28.83%-11.1pp | 69.93%-52.2pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,203 | $2,569-14.2% | $4,341-49.2% | $2,726-19.2% |
| Participant deferral / active EE | $4,897 | $4,8970% | $6,031-18.8% | $4,647+5.4% |
| Admin fee / account holder | $761 | $339+124.3% | $12,690-94.0% | $430+76.9% |