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 | $50,677 |
Filed as: HIGHLANDS CAPITAL ADVISORS LLC Service code 27 485 RAINIER BLVD N STE 103 · ISSAQUAH, WA 98027 | Advisory (Plan) | $34,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,852 |
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 | $136,750 | $91,407+49.6% | $135,903+0.6% | $71,457+91.4% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 17.93% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,385 | $3,703-8.6% | $4,856-30.3% | $2,588+30.8% |
| Participant deferral / active EE | $11,432 | $7,092+61.2% | $7,758+47.4% | $4,289+166.6% |
| Admin fee / account holder | $345 | $1,266-72.7% | $10,762-96.8% | $1,587-78.2% |