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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,320 |
FLAGSTAR ADVISORS INC1 year Service code 55 1400 BROADWAY 16TH FL · NEW YORK, NY 10018 | Other Commissions | $17,656 |
Service code 13 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $9,134 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,650 |
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 | $66,938 | $65,390+2.4% | $169,368-60.5% | $71,457-6.3% |
| Participation rate | 46.5% | 67.0%-20.4pp | 77.1%-30.6pp | 67.9%-21.4pp |
| Annual return | 19.56% | 21.31%-1.8pp | 405.60%-386.0pp | 28.85%-9.3pp |
| Employer contribution / active EE | $857 | $2,079-58.8% | $4,013-78.6% | $2,588-66.9% |
| Participant deferral / active EE | $2,479 | $4,367-43.2% | $6,221-60.2% | $4,289-42.2% |
| Admin fee / account holder | $356 | $1,324-73.1% | $9,003-96.0% | $1,587-77.6% |