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 · EIN 84-0467907 | Recordkeeping Fees | $88,628 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 99 · EIN 47-5476782 | Other Fees | $59,672 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $3,360 |
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 | $88,784 | $69,477+27.8% | $94,646-6.2% | $71,457+24.2% |
| Participation rate | 98.1% | 78.4%+19.6pp | 80.8%+17.2pp | 67.9%+30.2pp |
| Annual return | 18.05% | 29.66%-11.6pp | 156.71%-138.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,682 | $2,853+29.0% | $3,672+0.3% | $2,588+42.3% |
| Participant deferral / active EE | $9,049 | $7,345+23.2% | $7,418+22.0% | $4,289+111.0% |
| Admin fee / account holder | $455 | $1,210-62.4% | $7,231-93.7% | $1,587-71.3% |