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 | $32,485 |
CONTROL SOLUTIONS LLC1 year Service code 99 2520 DIEHL RD · AURORA, IL 60502 | Other Fees | $18,112 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $693 |
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 | $105,361 | $95,453+10.4% | $112,040-6.0% | $82,448+27.8% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.5%+12.7pp | 68.1%+21.1pp |
| Annual return | 13.02% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,784 | $2,318+20.1% | $2,954-5.7% | $2,551+9.1% |
| Participant deferral / active EE | $6,250 | $4,224+48.0% | $5,098+22.6% | $4,139+51.0% |
| Admin fee / account holder | $405 | $9,013-95.5% | $12,098-96.7% | $7,234-94.4% |