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 |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $43,556 |
Filed as: EMPOWERADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,479 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $4,840 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,410 | $93,571-33.3% | $135,903-54.1% | $75,163-17.0% |
| Participation rate | 88.8% | 75.2%+13.6pp | 81.9%+6.9pp | 67.2%+21.6pp |
| Annual return | 15.50% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,294 | $3,537-35.1% | $4,856-52.8% | $2,670-14.1% |
| Participant deferral / active EE | $2,860 | $6,404-55.3% | $7,758-63.1% | $4,125-30.7% |
| Admin fee / account holder | $340 | $6,975-95.1% | $10,762-96.8% | $5,651-94.0% |