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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,103 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,092 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,927 |
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 | $110,805 | $79,171+40.0% | $102,423+8.2% | $74,495+48.7% |
| Participation rate | 96.0% | 74.8%+21.2pp | 76.5%+19.5pp | 67.2%+28.8pp |
| Annual return | 13.49% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,910 | $2,362-19.2% | $3,023-36.8% | $2,623-27.2% |
| Participant deferral / active EE | $4,548 | $4,415+3.0% | $5,053-10.0% | $4,346+4.6% |
| Admin fee / account holder | $351 | $2,001-82.5% | $9,451-96.3% | $1,942-81.9% |