Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,850 | $89,465+94.3% | $164,866+5.4% | $77,671+123.8% |
| Participation rate | 96.0% | 78.6%+17.4pp | 78.6%+17.4pp | 70.6%+25.4pp |
| Annual return | 1.01% | 28.81%-27.8pp | 69.97%-69.0pp | 31.21%-30.2pp |
| Employer contribution / active EE | $7,552 | $2,568+194.1% | $4,343+73.9% | $2,726+177.0% |
| Participant deferral / active EE | $6,296 | $4,897+28.5% | $6,033+4.4% | $4,648+35.4% |
| Admin fee / account holder | $498 | $340+46.5% | $12,689-96.1% | $430+15.6% |