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 | $89,905 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $43,642 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,744 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,414 | $91,407+39.4% | $135,903-6.2% | $71,457+78.3% |
| Participation rate | 94.6% | 75.7%+19.0pp | 81.9%+12.7pp | 67.9%+26.7pp |
| Annual return | 18.38% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,158 | $3,703-41.7% | $4,856-55.6% | $2,588-16.6% |
| Participant deferral / active EE | $13,937 | $7,092+96.5% | $7,758+79.7% | $4,289+225.0% |
| Admin fee / account holder | $769 | $1,266-39.3% | $10,762-92.9% | $1,587-51.6% |