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 | $22,490 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,677 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,119 | $27,641+34.3% | $61,373-39.5% | $68,494-45.8% |
| Participation rate | 90.5% | 39.5%+51.0pp | 52.6%+37.9pp | 67.9%+22.6pp |
| Annual return | -16.32% | -13.24%-3.1pp | 338.61%-354.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $281 | $695-59.6% | $1,159-75.8% | $2,596-89.2% |
| Participant deferral / active EE | $5,258 | $1,263+316.3% | $2,125+147.5% | $4,027+30.6% |
| Admin fee / account holder | $313 | $2,010-84.4% | $2,130-85.3% | $5,403-94.2% |