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 | $45,802 |
DARK HORSE FINANCIAL LLC4 years Service code 27 PO BOX 252 · HAYDEN, ID 83835 | Advisory (Plan) | $22,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $407 |
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 | $52,010 | $63,442-18.0% | $68,791-24.4% | $66,914-22.3% |
| Participation rate | 60.8% | 60.0%+0.9pp | 69.0%-8.2pp | 69.8%-9.0pp |
| Annual return | -9.94% | -8.29%-1.7pp | -6.38%-3.6pp | 1.58%-11.5pp |
| Employer contribution / active EE | $1,516 | $1,775-14.6% | $2,655-42.9% | $2,544-40.4% |
| Participant deferral / active EE | $3,134 | $2,945+6.4% | $3,941-20.5% | $4,237-26.0% |
| Admin fee / account holder | $423 | $577-26.7% | $4,932-91.4% | $593-28.7% |