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 4-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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $110,735 |
EVEREN SECURITIES INC4+ years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $66,930 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,826 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,596 | $89,588+10.1% | $136,007-27.5% | $77,643+27.0% |
| Participation rate | 76.8% | 74.3%+2.5pp | 76.5%+0.3pp | 70.6%+6.2pp |
| Annual return | 12.47% | 17.42%-4.9pp | 579.32%-566.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $4,768 | $3,491+36.6% | $4,217+13.1% | $2,726+74.9% |
| Participant deferral / active EE | $7,103 | $5,591+27.0% | $7,025+1.1% | $4,647+52.8% |
| Admin fee / account holder | $464 | $539-13.9% | $6,858-93.2% | $430+7.7% |