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 | $16,891 |
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 | $9,172 |
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 | $109,025 | $88,083+23.8% | $164,813-33.8% | $74,495+46.4% |
| Participation rate | 86.7% | 73.0%+13.7pp | 78.6%+8.1pp | 67.2%+19.5pp |
| Annual return | 11.19% | 17.26%-6.1pp | 69.93%-58.7pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,880 | $2,593-27.5% | $4,341-56.7% | $2,623-28.3% |
| Participant deferral / active EE | $5,474 | $4,498+21.7% | $6,031-9.2% | $4,346+26.0% |
| Admin fee / account holder | $388 | $2,234-82.6% | $12,690-96.9% | $1,942-80.0% |