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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,843 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $30,821 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,819 |
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 | $87,303 | $65,561+33.2% | $91,541-4.6% | $74,304+17.5% |
| Participation rate | 93.8% | 56.6%+37.2pp | 69.8%+24.0pp | 60.3%+33.4pp |
| Annual return | 16.13% | 17.68%-1.6pp | 20.50%-4.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $3,954 | $1,717+130.3% | $2,505+57.9% | $2,241+76.4% |
| Participant deferral / active EE | $5,094 | $2,918+74.6% | $4,008+27.1% | $3,767+35.2% |
| Admin fee / account holder | $350 | $3,333-89.5% | $6,956-95.0% | $2,969-88.2% |