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 | $34,367 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $32,411 |
CLIFTONLARSONALLEN LLP8 years Service code 99 · EIN 41-0746749 220 S 6TH STREET, SUITE 300 · MINNEAPOLIS, MN 55402 | Other Fees | $9,712 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,027 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,228 | $87,870+98.3% | $113,168+54.0% | $74,304+134.5% |
| Participation rate | 66.8% | 70.7%-3.9pp | 76.6%-9.8pp | 60.3%+6.5pp |
| Annual return | 11.30% | 26.44%-15.1pp | 24.27%-13.0pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,963 | $2,277-13.8% | $2,975-34.0% | $2,241-12.4% |
| Participant deferral / active EE | $3,917 | $4,241-7.6% | $5,107-23.3% | $3,767+4.0% |
| Admin fee / account holder | $409 | $3,368-87.9% | $12,068-96.6% | $2,969-86.2% |