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 | $59,400 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $28,842 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,958 | $101,317+142.8% | $146,958+67.4% | $74,495+230.2% |
| Participation rate | 94.3% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 11.72% | 8730.91%-8719.2pp | 418.34%-406.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $5,921 | $3,810+55.4% | $4,933+20.0% | $2,623+125.7% |
| Participant deferral / active EE | $9,503 | $7,303+30.1% | $8,070+17.8% | $4,346+118.7% |
| Admin fee / account holder | $543 | $1,739-68.8% | $12,998-95.8% | $1,942-72.1% |