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 | $89,863 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70,546 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $58,619 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $9,621 |
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 | $71,310 | $95,274-25.2% | $135,903-47.5% | $74,419-4.2% |
| Participation rate | 98.3% | 78.2%+20.1pp | 81.9%+16.4pp | 70.7%+27.5pp |
| Annual return | 17.38% | 32.77%-15.4pp | 68.23%-50.9pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,950 | $3,874+2.0% | $4,856-18.7% | $2,637+49.8% |
| Participant deferral / active EE | $8,211 | $7,782+5.5% | $7,758+5.8% | $4,528+81.3% |
| Admin fee / account holder | $451 | $266+69.5% | $10,762-95.8% | $348+29.7% |