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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,389 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS INC. Service code 13 · EIN 25-1541083 8150 PERRY HWY · PITTSBURGH, PA 15237 | Contract Administrator | $5,175 |
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 | $120,773 | $59,417+103.3% | $93,606+29.0% | $74,495+62.1% |
| Participation rate | 94.5% | 59.7%+34.9pp | 68.7%+25.8pp | 67.2%+27.3pp |
| Annual return | 15.24% | 81.83%-66.6pp | 133.20%-118.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,186 | $1,264+73.0% | $2,420-9.7% | $2,623-16.7% |
| Participant deferral / active EE | $2,900 | $3,050-4.9% | $4,411-34.3% | $4,346-33.3% |
| Admin fee / account holder | $454 | $3,021-85.0% | $8,285-94.5% | $1,942-76.6% |