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 9-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 | $59,486 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $42,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,818 |
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 | $90,015 | $62,127+44.9% | $81,382+10.6% | $74,495+20.8% |
| Participation rate | 95.8% | 64.0%+31.8pp | 69.5%+26.3pp | 67.2%+28.6pp |
| Annual return | 10.68% | 16.48%-5.8pp | 24.73%-14.1pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,197 | $1,882+16.7% | $2,463-10.8% | $2,623-16.3% |
| Participant deferral / active EE | $6,072 | $3,229+88.1% | $3,883+56.4% | $4,346+39.7% |
| Admin fee / account holder | $323 | $1,934-83.3% | $5,768-94.4% | $1,942-83.4% |