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 | $28,067 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,560 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,192 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,977 | $76,670+77.4% | $96,683+40.6% | $71,457+90.3% |
| Participation rate | 98.5% | 66.6%+31.9pp | 74.3%+24.2pp | 67.9%+30.6pp |
| Annual return | 20.61% | 48.29%-27.7pp | 35.69%-15.1pp | 28.85%-8.2pp |
| Employer contribution / active EE | $5,135 | $3,031+69.4% | $3,737+37.4% | $2,588+98.5% |
| Participant deferral / active EE | $7,656 | $3,771+103.0% | $4,878+56.9% | $4,289+78.5% |
| Admin fee / account holder | $368 | $2,028-81.9% | $6,730-94.5% | $1,587-76.8% |