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 | $47,856 |
APW CAPITAL INC7 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $36,831 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,728 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $4,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,190 | $101,317+62.1% | $146,958+11.7% | $74,495+120.4% |
| Participation rate | 69.7% | 75.5%-5.8pp | 82.2%-12.4pp | 67.2%+2.5pp |
| Annual return | 17.28% | 8730.91%-8713.6pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,615 | $3,810-57.6% | $4,933-67.3% | $2,623-38.4% |
| Participant deferral / active EE | $10,398 | $7,303+42.4% | $8,070+28.9% | $4,346+139.3% |
| Admin fee / account holder | $323 | $1,739-81.4% | $12,998-97.5% | $1,942-83.4% |