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 | $29,188 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,135 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,255 | $53,053+58.8% | $126,539-33.4% | $74,304+13.4% |
| Participation rate | 60.4% | 48.0%+12.4pp | 69.8%-9.4pp | 60.3%+0.1pp |
| Annual return | 16.47% | 29.46%-13.0pp | 425.95%-409.5pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,739 | $1,168+48.9% | $3,674-52.7% | $2,241-22.4% |
| Participant deferral / active EE | $3,339 | $2,303+45.0% | $4,083-18.2% | $3,767-11.4% |
| Admin fee / account holder | $315 | $3,698-91.5% | $6,065-94.8% | $2,969-89.4% |