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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,875 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,069 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,449 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,727 | $69,763+28.6% | $67,502+32.9% | $74,495+20.4% |
| Participation rate | 65.0% | 71.4%-6.3pp | 72.9%-7.8pp | 67.2%-2.2pp |
| Annual return | 15.14% | -40.34%+55.5pp | 3512.12%-3497.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,335 | $2,704+23.3% | $2,731+22.1% | $2,623+27.2% |
| Participant deferral / active EE | $7,483 | $3,636+105.8% | $4,000+87.1% | $4,346+72.2% |
| Admin fee / account holder | $393 | $896-56.2% | $3,998-90.2% | $1,942-79.8% |