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 | $16,949 |
Filed as: INSTITUTIONAL INVESTMENT COUNSULTIN Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $16,500 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,710 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,036 |
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 | $99,954 | $86,655+15.3% | $119,609-16.4% | $66,914+49.4% |
| Participation rate | 90.4% | 75.6%+14.8pp | 79.3%+11.1pp | 69.8%+20.6pp |
| Annual return | -14.36% | -8.00%-6.4pp | -14.97%+0.6pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,585 | $2,536-37.5% | $4,232-62.5% | $2,544-37.7% |
| Participant deferral / active EE | $5,410 | $4,358+24.1% | $5,602-3.4% | $4,237+27.7% |
| Admin fee / account holder | $323 | $755-57.2% | $10,323-96.9% | $593-45.6% |