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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $43,092 |
Service code 27 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $21,523 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 15 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping | $5,210 |
Service code 13 2 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Contract Administrator | $2,535 |
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 | $57,914 | $65,435-11.5% | $86,677-33.2% | $66,914-13.5% |
| Participation rate | 92.2% | 75.5%+16.7pp | 76.6%+15.6pp | 69.8%+22.4pp |
| Annual return | -17.44% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,954 | $2,153-9.2% | $2,836-31.1% | $2,544-23.2% |
| Participant deferral / active EE | $4,633 | $4,100+13.0% | $4,656-0.5% | $4,237+9.4% |
| Admin fee / account holder | $410 | $642-36.1% | $7,493-94.5% | $593-31.0% |