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 | $56,741 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $40,699 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,124 | $59,159-23.7% | $159,960-71.8% | $66,914-32.6% |
| Participation rate | 98.2% | 68.1%+30.1pp | 78.0%+20.3pp | 69.8%+28.4pp |
| Annual return | -12.49% | -12.26%-0.2pp | 408.60%-421.1pp | 1.58%-14.1pp |
| Employer contribution / active EE | $3,505 | $1,983+76.8% | $4,226-17.1% | $2,544+37.8% |
| Participant deferral / active EE | $5,692 | $4,395+29.5% | $6,182-7.9% | $4,237+34.3% |
| Admin fee / account holder | $401 | $591-32.1% | $8,698-95.4% | $593-32.4% |