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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,271 |
APW CAPITAL INC6 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $52,404 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,182 |
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 | $129,817 | $91,407+42.0% | $135,903-4.5% | $71,457+81.7% |
| Participation rate | 70.4% | 75.7%-5.2pp | 81.9%-11.5pp | 67.9%+2.5pp |
| Annual return | 71.67% | 29.90%+41.8pp | 68.23%+3.4pp | 28.85%+42.8pp |
| Employer contribution / active EE | $711 | $3,703-80.8% | $4,856-85.4% | $2,588-72.5% |
| Participant deferral / active EE | $10,043 | $7,092+41.6% | $7,758+29.5% | $4,289+134.2% |
| Admin fee / account holder | $394 | $1,266-68.9% | $10,762-96.3% | $1,587-75.2% |