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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,195 |
Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $16,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,409 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
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 | $100,627 | $82,978+21.3% | $129,995-22.6% | $71,457+40.8% |
| Participation rate | 84.6% | 74.1%+10.5pp | 78.5%+6.1pp | 67.9%+16.7pp |
| Annual return | 13.10% | 20.60%-7.5pp | -137.18%+150.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $2,270 | $2,622-13.4% | $4,320-47.5% | $2,588-12.3% |
| Participant deferral / active EE | $5,568 | $4,432+25.6% | $5,820-4.3% | $4,289+29.8% |
| Admin fee / account holder | $335 | $1,729-80.6% | $10,614-96.8% | $1,587-78.9% |