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 | $19,655 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,863 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
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 | $94,250 | $64,480+46.2% | $81,382+15.8% | $80,856+16.6% |
| Participation rate | 98.8% | 63.9%+34.9pp | 69.5%+29.3pp | 67.6%+31.1pp |
| Annual return | 13.13% | 16.34%-3.2pp | 24.73%-11.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,865 | $1,978-5.8% | $2,463-24.3% | $2,755-32.3% |
| Participant deferral / active EE | $3,878 | $3,094+25.4% | $3,883-0.1% | $4,296-9.7% |
| Admin fee / account holder | $341 | $5,671-94.0% | $5,768-94.1% | $6,918-95.1% |