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 9-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 | $51,508 |
GOLDMAN SACHS8 years Filed as: AVEO CAPITAL PARTNERS, LLC Service code 27 9635 MAROON CIR STE 440 · ENGLEWOOD, CO 80112 | Advisory (Plan) | $45,587 |
EXPAND FINANCIAL4 years Filed as: EXPAND FINANCIAL LLC Service code 27 PO BOX 2208 · WACO, TX 76701 | Advisory (Plan) | $12,398 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,426 |
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 | $62,317 | $101,317-38.5% | $146,958-57.6% | $74,495-16.3% |
| Participation rate | 85.8% | 75.5%+10.3pp | 82.2%+3.6pp | 67.2%+18.6pp |
| Annual return | 16.48% | 8730.91%-8714.4pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,726 | $3,810-2.2% | $4,933-24.5% | $2,623+42.1% |
| Participant deferral / active EE | $13,863 | $7,303+89.8% | $8,070+71.8% | $4,346+219.0% |
| Admin fee / account holder | $390 | $1,739-77.6% | $12,998-97.0% | $1,942-79.9% |