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 | $33,914 |
SIGMA FINANCIAL CORPORATION4 years Filed as: SIGMA PLANNING CORPORATION Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $31,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,525 |
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 | $104,565 | $88,083+18.7% | $164,813-36.6% | $74,495+40.4% |
| Participation rate | 65.4% | 73.0%-7.6pp | 78.6%-13.2pp | 67.2%-1.8pp |
| Annual return | 13.92% | 17.26%-3.3pp | 69.93%-56.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,293 | $2,593-50.1% | $4,341-70.2% | $2,623-50.7% |
| Participant deferral / active EE | $4,983 | $4,498+10.8% | $6,031-17.4% | $4,346+14.7% |
| Admin fee / account holder | $361 | $2,234-83.8% | $12,690-97.2% | $1,942-81.4% |