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 3-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,633 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,903 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $37,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,865 | $57,831+5.2% | $82,389-26.1% | $85,563-28.9% |
| Participation rate | 64.8% | 55.0%+9.8pp | 69.5%-4.7pp | 66.0%-1.1pp |
| Annual return | 15.97% | 17.86%-1.9pp | 28.67%-12.7pp | 31.51%-15.5pp |
| Employer contribution / active EE | $1,917 | $1,643+16.7% | $2,517-23.8% | $2,654-27.8% |
| Participant deferral / active EE | $3,800 | $3,118+21.9% | $4,155-8.5% | $4,375-13.1% |
| Admin fee / account holder | $331 | $1,391-76.2% | $7,231-95.4% | $834-60.4% |