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 | $61,698 |
APW CAPITAL INC5 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $41,369 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,624 | $84,487+12.0% | $125,339-24.5% | $66,914+41.4% |
| Participation rate | 69.9% | 76.4%-6.5pp | 82.4%-12.4pp | 69.8%+0.1pp |
| Annual return | -16.78% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $881 | $3,553-75.2% | $4,814-81.7% | $2,544-65.4% |
| Participant deferral / active EE | $8,151 | $6,781+20.2% | $7,446+9.5% | $4,237+92.4% |
| Admin fee / account holder | $404 | $685-41.0% | $10,010-96.0% | $593-31.9% |