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 | $43,283 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $39,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,800 |
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 | $79,252 | $66,457+19.3% | $81,382-2.6% | $77,643+2.1% |
| Participation rate | 92.6% | 68.7%+23.9pp | 69.5%+23.1pp | 70.6%+22.0pp |
| Annual return | 12.74% | 15.93%-3.2pp | 24.73%-12.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,068 | $2,159-4.2% | $2,463-16.0% | $2,726-24.1% |
| Participant deferral / active EE | $5,933 | $3,679+61.3% | $3,883+52.8% | $4,647+27.7% |
| Admin fee / account holder | $403 | $583-30.9% | $5,768-93.0% | $430-6.5% |