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 | $62,983 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $43,859 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,438 | $108,719-42.6% | $101,326-38.4% | $85,563-27.0% |
| Participation rate | 76.0% | 80.9%-4.9pp | 81.5%-5.5pp | 66.0%+10.0pp |
| Annual return | 23.40% | 20.95%+2.4pp | 36.82%-13.4pp | 31.51%-8.1pp |
| Employer contribution / active EE | $3,565 | $3,114+14.5% | $3,665-2.7% | $2,654+34.3% |
| Participant deferral / active EE | $7,323 | $8,545-14.3% | $7,994-8.4% | $4,375+67.4% |
| Admin fee / account holder | $334 | $685-51.2% | $11,185-97.0% | $834-60.0% |