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 | $73,397-13.1% | $178,014-64.2% | $74,546-14.4% |
| Participation rate | 94.5% | 66.6%+27.9pp | 77.1%+17.4pp | 67.2%+27.3pp |
| Annual return | 12.40% | 17.49%-5.1pp | 294.80%-282.4pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $4,734 | $2,217+113.5% | $3,950+19.8% | $2,624+80.4% |
| Participant deferral / active EE | $5,252 | $4,512+16.4% | $6,276-16.3% | $4,347+20.8% |
| Admin fee / account holder | $360 | $1,809-80.1% | $10,362-96.5% | $1,944-81.5% |