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 | $25,512 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,622 |
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 | $84,381 | $49,915+69.0% | $154,803-45.5% | $74,304+13.6% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 18.06% | 34.06%-16.0pp | 58.88%-40.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,951 | $1,611+83.1% | $4,305-31.5% | $2,241+31.7% |
| Participant deferral / active EE | $4,010 | $2,255+77.8% | $5,540-27.6% | $3,767+6.4% |
| Admin fee / account holder | $398 | $2,189-81.8% | $14,329-97.2% | $2,969-86.6% |