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 CO OF AME Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $40,389 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $36,055 |
Service code 10 6108 VILLAGE OAKS DRIVE · PENSACOLA, FL 32504 | Accounting | $14,449 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $4,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,049 | $95,274-14.9% | $135,903-40.4% | $74,419+8.9% |
| Participation rate | 87.0% | 78.2%+8.8pp | 81.9%+5.1pp | 70.7%+16.3pp |
| Annual return | 14.37% | 32.77%-18.4pp | 68.23%-53.9pp | 34.38%-20.0pp |
| Employer contribution / active EE | $2,860 | $3,874-26.2% | $4,856-41.1% | $2,637+8.5% |
| Participant deferral / active EE | $6,802 | $7,782-12.6% | $7,758-12.3% | $4,528+50.2% |
| Admin fee / account holder | $344 | $266+29.2% | $10,762-96.8% | $348-1.2% |