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 INS CO OF AMERICA Service code 64 I515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,066 |
FNBB CAPITAL MARKETS LLC2 years Service code 27 600 UNIVERSITY PARK PLACE · BIRMINGHAM, AL 35209 | Advisory (Plan) | $21,340 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,027 |
Participant 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.)
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 | $69,163 | $130,194-46.9% | $169,993-59.3% | $71,457-3.2% |
| Participation rate | 90.2% | 86.1%+4.0pp | 87.0%+3.2pp | 67.9%+22.2pp |
| Annual return | 10.42% | 20.37%-9.9pp | 53.37%-42.9pp | 28.85%-18.4pp |
| Employer contribution / active EE | $2,295 | $4,381-47.6% | $6,785-66.2% | $2,588-11.3% |
| Participant deferral / active EE | $3,699 | $6,923-46.6% | $10,408-64.5% | $4,289-13.8% |
| Admin fee / account holder | $336 | $966-65.2% | $12,815-97.4% | $1,587-78.9% |