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 | $21,379 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $19,183 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,255 |
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 | $88,220 | $56,423+56.4% | $77,163+14.3% | $71,457+23.5% |
| Participation rate | 56.3% | 64.3%-8.0pp | 69.6%-13.2pp | 67.9%-11.6pp |
| Annual return | 16.74% | 19.05%-2.3pp | 37.87%-21.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,872 | $1,866+0.3% | $2,535-26.1% | $2,588-27.6% |
| Participant deferral / active EE | $3,623 | $3,142+15.3% | $3,833-5.5% | $4,289-15.5% |
| Admin fee / account holder | $412 | $1,429-71.2% | $5,472-92.5% | $1,587-74.1% |