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 | $18,260 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,029 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,153 |
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 | $35,729 | $41,078-13.0% | $80,569-55.7% | $71,457-50.0% |
| Participation rate | 35.3% | 50.2%-15.0pp | 67.0%-31.7pp | 67.9%-32.7pp |
| Annual return | 17.32% | 38.45%-21.1pp | 935.43%-918.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,062 | $1,506-29.4% | $2,723-61.0% | $2,588-58.9% |
| Participant deferral / active EE | $2,139 | $2,699-20.8% | $4,447-51.9% | $4,289-50.1% |
| Admin fee / account holder | $321 | $1,840-82.5% | $5,377-94.0% | $1,587-79.8% |