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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,831 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,340 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,494 |
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 | $62,535 | $52,406+19.3% | $129,207-51.6% | $74,495-16.1% |
| Participation rate | 57.9% | 53.8%+4.1pp | 69.6%-11.7pp | 67.2%-9.3pp |
| Annual return | 14.46% | 15.66%-1.2pp | 9417.33%-9402.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,778 | $1,531+16.1% | $4,153-57.2% | $2,623-32.2% |
| Participant deferral / active EE | $3,579 | $2,794+28.1% | $4,168-14.1% | $4,346-17.6% |
| Admin fee / account holder | $325 | $2,633-87.7% | $7,715-95.8% | $1,942-83.3% |