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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,955 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $24,974 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,130 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,417 |
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 | $76,854 | $87,870-12.5% | $113,168-32.1% | $74,304+3.4% |
| Participation rate | 93.2% | 70.7%+22.5pp | 76.6%+16.7pp | 60.3%+32.9pp |
| Annual return | 17.41% | 26.44%-9.0pp | 24.27%-6.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,334 | $2,277+2.5% | $2,975-21.6% | $2,241+4.1% |
| Participant deferral / active EE | $6,989 | $4,241+64.8% | $5,107+36.9% | $3,767+85.5% |
| Admin fee / account holder | $361 | $3,368-89.3% | $12,068-97.0% | $2,969-87.9% |