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 | $30,110 |
FNBB CAPITAL MARKETS LLC3 years Service code 99 600 UNIVERSITY PARK PLACE · BIRMINGHAM, AL 35209 | Other Fees | $22,972 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,814 |
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 | $69,422 | $122,239-43.2% | $184,203-62.3% | $74,495-6.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 9.14% | 19.95%-10.8pp | 28.81%-19.7pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $2,960 | $4,537-34.8% | $6,427-53.9% | $2,623+12.9% |
| Participant deferral / active EE | $3,678 | $7,139-48.5% | $9,131-59.7% | $4,346-15.4% |
| Admin fee / account holder | $337 | $1,260-73.3% | $13,901-97.6% | $1,942-82.7% |