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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,565 |
LINSCO/PRIVATE LEDGER CORP3 years Service code 55 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $25,099 |
DEFINITI LLC4 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLAND, TX 77380 | Contract Administrator | $16,344 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,591 |
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 | $82,054 | $79,171+3.6% | $102,423-19.9% | $74,495+10.1% |
| Participation rate | 95.9% | 74.8%+21.1pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 14.61% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,972 | $2,362+25.8% | $3,023-1.7% | $2,623+13.3% |
| Participant deferral / active EE | $6,216 | $4,415+40.8% | $5,053+23.0% | $4,346+43.0% |
| Admin fee / account holder | $382 | $2,001-80.9% | $9,451-96.0% | $1,942-80.3% |