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 | $22,870 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23 |
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 | $106,801 | $68,719+55.4% | $91,541+16.7% | $84,808+25.9% |
| Participation rate | 94.2% | 64.5%+29.7pp | 69.8%+24.4pp | 68.3%+25.9pp |
| Annual return | 19.89% | 19.12%+0.8pp | 20.50%-0.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,930 | $1,920+0.5% | $2,505-22.9% | $2,631-26.6% |
| Participant deferral / active EE | $3,968 | $3,136+26.5% | $4,008-1.0% | $4,212-5.8% |
| Admin fee / account holder | $446 | $5,786-92.3% | $6,956-93.6% | $7,344-93.9% |