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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,039 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,472 |
BARNES WENDLING CPAS INC1 year Service code 10 1350 EUCLID AVE STE 1400 · CLEVELAND, OH 44115 | Accounting | $1,618 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $821 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,252 | $79,013-65.5% | $100,391-72.9% | $74,495-63.4% |
| Participation rate | 93.2% | 79.5%+13.7pp | 81.5%+11.7pp | 67.2%+26.0pp |
| Annual return | 9.97% | 20.41%-10.4pp | 49.20%-39.2pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $1,394 | $3,021-53.8% | $3,942-64.6% | $2,623-46.8% |
| Participant deferral / active EE | $1,263 | $7,760-83.7% | $8,082-84.4% | $4,346-70.9% |
| Admin fee / account holder | $338 | $1,320-74.4% | $7,899-95.7% | $1,942-82.6% |