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: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 HIGHWAY 169 N STE 900 · MINNEAPOLIS, MN 55441 | Advisory (Plan) | $30,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,568 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,224 |
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 | $205,025 | $95,803+114.0% | $113,168+81.2% | $84,808+141.8% |
| Participation rate | 91.9% | 72.9%+19.0pp | 76.6%+15.3pp | 68.3%+23.5pp |
| Annual return | 15.87% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,461 | $2,360-38.1% | $2,975-50.9% | $2,631-44.5% |
| Participant deferral / active EE | $9,422 | $4,242+122.1% | $5,107+84.5% | $4,212+123.7% |
| Admin fee / account holder | $547 | $8,989-93.9% | $12,068-95.5% | $7,344-92.6% |