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 7-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,064 |
Service code 27 2246 SOUTH ST RTE 157, SUITE 225 · GLEN CARBON, IL 62034 | Advisory (Plan) | $50,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,486 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 · EIN 43-1829594 11701 BORMAN DR, SUITE 300 · SAINT LOUIS, MO 63146 | Contract Administrator | $10,000 |
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 | $83,786 | $95,274-12.1% | $135,903-38.3% | $74,419+12.6% |
| Participation rate | 81.6% | 78.2%+3.5pp | 81.9%-0.3pp | 70.7%+10.9pp |
| Annual return | 18.66% | 32.77%-14.1pp | 68.23%-49.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $4,187 | $3,874+8.1% | $4,856-13.8% | $2,637+58.8% |
| Participant deferral / active EE | $6,965 | $7,782-10.5% | $7,758-10.2% | $4,528+53.8% |
| Admin fee / account holder | $324 | $266+21.9% | $10,762-97.0% | $348-6.8% |