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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $51,428 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,963 | $109,881+134.8% | $150,045+71.9% | $84,808+204.2% |
| Participation rate | 86.6% | 76.1%+10.5pp | 82.3%+4.3pp | 68.3%+18.3pp |
| Annual return | 19.33% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $18,505 | $3,561+419.6% | $4,693+294.3% | $2,631+603.4% |
| Participant deferral / active EE | $15,885 | $6,636+139.4% | $7,997+98.6% | $4,212+277.2% |
| Admin fee / account holder | $734 | $8,568-91.4% | $13,435-94.5% | $7,344-90.0% |