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 | $145,964 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $27,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,475 | $82,917-4.2% | $103,333-23.1% | $77,643+2.4% |
| Participation rate | 96.6% | 71.6%+25.0pp | 74.5%+22.0pp | 70.6%+26.0pp |
| Annual return | 12.14% | 19.13%-7.0pp | 24.88%-12.7pp | 31.24%-19.1pp |
| Employer contribution / active EE | $505 | $3,552-85.8% | $3,868-86.9% | $2,726-81.5% |
| Participant deferral / active EE | $5,627 | $4,108+37.0% | $5,057+11.3% | $4,647+21.1% |
| Admin fee / account holder | $408 | $638-36.1% | $8,355-95.1% | $430-5.3% |