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 | $44,561 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $37,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,098 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,053 | $55,416-44.0% | $75,972-59.1% | $77,643-60.0% |
| Participation rate | 33.6% | 63.6%-30.0pp | 69.1%-35.5pp | 70.6%-37.0pp |
| Annual return | 11.66% | 17.07%-5.4pp | 359.55%-347.9pp | 31.24%-19.6pp |
| Employer contribution / active EE | $866 | $1,788-51.6% | $2,685-67.7% | $2,726-68.2% |
| Participant deferral / active EE | $1,606 | $3,447-53.4% | $4,255-62.3% | $4,647-65.4% |
| Admin fee / account holder | $349 | $414-15.7% | $6,467-94.6% | $430-19.0% |