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 | $83,873 |
MERCER3 years Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $46,204 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $18,972 |
Service code 99 703 WATERFORD WAY STE 600 · MIAMI, FL 33126 | Other Fees | $14,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,549 | $56,053+263.1% | $75,972+167.9% | $80,856+151.7% |
| Participation rate | 96.9% | 62.0%+34.8pp | 69.1%+27.8pp | 67.6%+29.2pp |
| Annual return | 12.93% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $11,428 | $1,874+509.8% | $2,685+325.7% | $2,755+314.8% |
| Participant deferral / active EE | $11,810 | $3,052+287.0% | $4,255+177.5% | $4,296+174.9% |
| Admin fee / account holder | $725 | $5,234-86.1% | $6,467-88.8% | $6,918-89.5% |