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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,871 |
Filed as: MML INVESTORS SERVICES INC Service code 55 · EIN 04-2746212 1295 STATE ST · SPRINGFIELD, MA 01111 | Other Commissions | $35,965 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,473 | $88,083+39.0% | $164,813-25.7% | $74,495+64.4% |
| Participation rate | 97.0% | 73.0%+24.0pp | 78.6%+18.4pp | 67.2%+29.8pp |
| Annual return | 12.52% | 17.26%-4.7pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,947 | $2,593+13.7% | $4,341-32.1% | $2,623+12.4% |
| Participant deferral / active EE | $7,174 | $4,498+59.5% | $6,031+18.9% | $4,346+65.1% |
| Admin fee / account holder | $317 | $2,234-85.8% | $12,690-97.5% | $1,942-83.7% |