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 | $18,004 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $329 |
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 | $66,789 | $102,553-34.9% | $151,611-55.9% | $66,914-0.2% |
| Participation rate | 77.4% | 85.5%-8.1pp | 87.5%-10.1pp | 69.8%+7.6pp |
| Annual return | -10.77% | -10.82%+0.1pp | 3.33%-14.1pp | 1.58%-12.3pp |
| Employer contribution / active EE | $1,713 | $4,180-59.0% | $6,166-72.2% | $2,544-32.7% |
| Participant deferral / active EE | $5,181 | $6,641-22.0% | $8,363-38.0% | $4,237+22.3% |
| Admin fee / account holder | $345 | $630-45.3% | $11,616-97.0% | $593-41.9% |