Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $16,284 |
SYNOVUS TRUST COMPANY N.A.6 years Service code 99 PO BOX 23024 · COLUMBUS, GA 319023024 | Other Fees | $14,761 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,854 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,684 | $102,382-56.4% | $147,005-69.6% | $80,874-44.7% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 12.22% | 134.89%-122.7pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $860 | $3,715-76.9% | $4,934-82.6% | $2,756-68.8% |
| Participant deferral / active EE | $6,614 | $6,646-0.5% | $8,070-18.0% | $4,297+53.9% |
| Admin fee / account holder | $399 | $7,942-95.0% | $13,006-96.9% | $6,935-94.2% |