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 3-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $65,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,552 |
ANNEX WEALTH MANAGEMENT LLC3+ years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $23,948 |
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 | $88,994 | $89,248-0.3% | $136,007-34.6% | $74,495+19.5% |
| Participation rate | 96.1% | 69.4%+26.6pp | 76.5%+19.6pp | 67.2%+28.9pp |
| Annual return | 12.41% | 22.76%-10.3pp | 579.32%-566.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,468 | $2,838+22.2% | $4,217-17.8% | $2,623+32.2% |
| Participant deferral / active EE | $6,299 | $4,598+37.0% | $7,025-10.3% | $4,346+44.9% |
| Admin fee / account holder | $429 | $1,545-72.3% | $6,858-93.7% | $1,942-77.9% |