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 | $42,682 |
Service code 27 4140 E STATE ST · HERMITAGE, PA 16148 | Advisory (Plan) | $31,437 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,979 |
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 | $66,698 | $87,870-24.1% | $113,168-41.1% | $74,304-10.2% |
| Participation rate | 99.4% | 70.7%+28.6pp | 76.6%+22.8pp | 60.3%+39.0pp |
| Annual return | 15.92% | 26.44%-10.5pp | 24.27%-8.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $3,928 | $2,277+72.5% | $2,975+32.0% | $2,241+75.3% |
| Participant deferral / active EE | $3,618 | $4,241-14.7% | $5,107-29.2% | $3,767-4.0% |
| Admin fee / account holder | $397 | $3,368-88.2% | $12,068-96.7% | $2,969-86.6% |