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 5-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 | $33,927 |
SAGEPOINT FINANCIAL INC3+ years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $13,296 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,145 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $4,258 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $1,722 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,142 | $61,272+16.1% | $149,673-52.5% | $71,457-0.4% |
| Participation rate | 78.2% | 62.5%+15.7pp | 78.8%-0.6pp | 67.9%+10.3pp |
| Annual return | 12.30% | 35.85%-23.5pp | 134.42%-122.1pp | 28.85%-16.5pp |
| Employer contribution / active EE | $332 | $2,378-86.0% | $4,818-93.1% | $2,588-87.2% |
| Participant deferral / active EE | $2,645 | $2,917-9.3% | $5,680-53.4% | $4,289-38.3% |
| Admin fee / account holder | $321 | $1,261-74.5% | $13,210-97.6% | $1,587-79.7% |