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 A.I.C.A Service code 64 8515 EAST ORCHARD ROAD · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,525 |
KOVACK SECURITIES INC1 year Service code 55 6451 N FEDERAL HWY STE 1201 · FORT LAUDERDALE, FL 33308 | Other Commissions | $1,524 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,671 | $148,534+25.0% | $135,903+36.6% | $139,434+33.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.20% | 79.19%-77.0pp | 68.23%-66.0pp | 372.94%-370.7pp |
| Employer contribution / active EE | $2,308 | $5,243-56.0% | $4,856-52.5% | $4,751-51.4% |
| Participant deferral / active EE | $4,616 | $8,100-43.0% | $7,758-40.5% | $6,710-31.2% |
| Admin fee / account holder | $3,062 | $12,400-75.3% | $10,762-71.5% | $11,403-73.1% |