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 | $25,195 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $22,546 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,903 |
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 | $45,298 | $78,485-42.3% | $106,213-57.4% | $74,495-39.2% |
| Participation rate | 89.6% | 72.8%+16.8pp | 75.3%+14.3pp | 67.2%+22.4pp |
| Annual return | 11.75% | 15.95%-4.2pp | 116.14%-104.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,075 | $2,523+21.9% | $3,171-3.0% | $2,623+17.2% |
| Participant deferral / active EE | $6,159 | $4,322+42.5% | $5,016+22.8% | $4,346+41.7% |
| Admin fee / account holder | $344 | $2,232-84.6% | $11,033-96.9% | $1,942-82.3% |