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 | $146,707 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $47,719 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,850 | $89,436+94.4% | $164,813+5.5% | $77,643+123.9% |
| Participation rate | 96.0% | 78.6%+17.4pp | 78.6%+17.4pp | 70.6%+25.4pp |
| Annual return | 1.01% | 28.83%-27.8pp | 69.93%-68.9pp | 31.24%-30.2pp |
| Employer contribution / active EE | $7,552 | $2,569+194.0% | $4,341+74.0% | $2,726+177.0% |
| Participant deferral / active EE | $6,296 | $4,897+28.6% | $6,031+4.4% | $4,647+35.5% |
| Admin fee / account holder | $498 | $339+46.6% | $12,690-96.1% | $430+15.6% |