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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,812 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $44,353 |
Filed as: EMPOWER ADVISORY GROUP, LL Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,709 |
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 | $129,812 | $96,484+34.5% | $156,263-16.9% | $74,304+74.7% |
| Participation rate | 98.6% | 67.7%+30.9pp | 78.9%+19.7pp | 60.3%+38.3pp |
| Annual return | 12.53% | 17.73%-5.2pp | 59.47%-46.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,183 | $2,528+25.9% | $4,333-26.6% | $2,241+42.0% |
| Participant deferral / active EE | $5,406 | $4,286+26.1% | $6,158-12.2% | $3,767+43.5% |
| Admin fee / account holder | $439 | $3,728-88.2% | $14,255-96.9% | $2,969-85.2% |