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 | $24,672 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $22,534 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,982 |
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 | $111,879 | $65,561+70.6% | $91,541+22.2% | $74,304+50.6% |
| Participation rate | 60.3% | 56.6%+3.7pp | 69.8%-9.5pp | 60.3%-0.1pp |
| Annual return | 16.03% | 17.68%-1.7pp | 20.50%-4.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,908 | $1,717+11.1% | $2,505-23.8% | $2,241-14.9% |
| Participant deferral / active EE | $3,401 | $2,918+16.6% | $4,008-15.1% | $3,767-9.7% |
| Admin fee / account holder | $487 | $3,333-85.4% | $6,956-93.0% | $2,969-83.6% |