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 | $70,277 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $34,439 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,111 |
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 | $63,805 | $73,360-13.0% | $177,989-64.2% | $74,495-14.3% |
| Participation rate | 94.5% | 66.6%+27.9pp | 77.1%+17.4pp | 67.2%+27.3pp |
| Annual return | 12.40% | 17.49%-5.1pp | 294.48%-282.1pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,734 | $2,216+113.6% | $3,949+19.9% | $2,623+80.5% |
| Participant deferral / active EE | $5,252 | $4,513+16.4% | $6,276-16.3% | $4,346+20.9% |
| Admin fee / account holder | $360 | $1,808-80.1% | $10,363-96.5% | $1,942-81.5% |