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 | $11,534 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $279 |
Filed as: BENEFIT CONSULTING GROUP OF PR Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,002 | $54,229-68.6% | $70,092-75.7% | $68,494-75.2% |
| Participation rate | 94.7% | 64.5%+30.2pp | 70.5%+24.3pp | 67.9%+26.8pp |
| Annual return | -12.78% | -13.87%+1.1pp | 190.73%-203.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,389 | $2,018+67.9% | $2,559+32.5% | $2,596+30.5% |
| Participant deferral / active EE | $2,738 | $2,956-7.4% | $3,849-28.9% | $4,027-32.0% |
| Admin fee / account holder | $8,349 | $4,694+77.9% | $6,267+33.2% | $5,403+54.5% |