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 9-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 | $37,001 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,553 |
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 | $79,052 | $96,486-18.1% | $153,432-48.5% | $77,671+1.8% |
| Participation rate | 38.7% | 81.6%-43.0pp | 77.1%-38.4pp | 70.6%-31.9pp |
| Annual return | 14.83% | 14.44%+0.4pp | 15.66%-0.8pp | 31.21%-16.4pp |
| Employer contribution / active EE | $2,124 | $5,224-59.3% | $5,038-57.8% | $2,726-22.1% |
| Participant deferral / active EE | $3,587 | $6,609-45.7% | $6,757-46.9% | $4,648-22.8% |
| Admin fee / account holder | $304 | $182+66.4% | $12,725-97.6% | $430-29.4% |