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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,233 |
Service code 27 740 REGENT ST #400 · MADISON, WI 53715 | Advisory (Plan) | $51,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,621 |
PEAK RETIREMENT GROUP1 year Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $2,775 |
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 | $138,291 | $88,083+57.0% | $164,813-16.1% | $74,495+85.6% |
| Participation rate | 97.7% | 73.0%+24.7pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 21.23% | 17.26%+4.0pp | 69.93%-48.7pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $5,514 | $2,593+112.7% | $4,341+27.0% | $2,623+110.2% |
| Participant deferral / active EE | $9,478 | $4,498+110.7% | $6,031+57.1% | $4,346+118.1% |
| Admin fee / account holder | $744 | $2,234-66.7% | $12,690-94.1% | $1,942-61.7% |