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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,704 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,859 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,975 |
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 | $197,973 | $99,016+99.9% | $93,789+111.1% | $66,914+195.9% |
| Participation rate | 98.1% | 82.1%+16.0pp | 81.0%+17.2pp | 69.8%+28.3pp |
| Annual return | -14.43% | -14.59%+0.2pp | -11.33%-3.1pp | 1.58%-16.0pp |
| Employer contribution / active EE | $8,324 | $4,769+74.5% | $4,323+92.6% | $2,544+227.2% |
| Participant deferral / active EE | $9,525 | $6,689+42.4% | $6,094+56.3% | $4,237+124.8% |
| Admin fee / account holder | $397 | $477-16.7% | $7,195-94.5% | $593-33.0% |