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 | $22,827 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $20,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,910 |
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 | $97,577 | $62,127+57.1% | $81,382+19.9% | $74,495+31.0% |
| Participation rate | 57.8% | 64.0%-6.3pp | 69.5%-11.7pp | 67.2%-9.4pp |
| Annual return | 13.35% | 16.48%-3.1pp | 24.73%-11.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,876 | $1,882-0.3% | $2,463-23.8% | $2,623-28.5% |
| Participant deferral / active EE | $3,596 | $3,229+11.4% | $3,883-7.4% | $4,346-17.3% |
| Admin fee / account holder | $460 | $1,934-76.2% | $5,768-92.0% | $1,942-76.3% |