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 3-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 | $28,806 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,008 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $16,718 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $15,000 |
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 | $191,776 | $78,485+144.3% | $106,213+80.6% | $74,495+157.4% |
| Participation rate | 93.1% | 72.8%+20.3pp | 75.3%+17.8pp | 67.2%+25.9pp |
| Annual return | 24.18% | 15.95%+8.2pp | 116.14%-92.0pp | 1364.94%-1340.8pp |
| Employer contribution / active EE | $4,860 | $2,523+92.6% | $3,171+53.2% | $2,623+85.3% |
| Participant deferral / active EE | $8,722 | $4,322+101.8% | $5,016+73.9% | $4,346+100.7% |
| Admin fee / account holder | $410 | $2,232-81.6% | $11,033-96.3% | $1,942-78.9% |