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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,643 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,209 | $50,199+31.9% | $70,092-5.5% | $66,914-1.1% |
| Participation rate | 32.9% | 66.3%-33.4pp | 70.5%-37.6pp | 69.8%-36.9pp |
| Annual return | -6.73% | -13.85%+7.1pp | 190.73%-197.5pp | 1.58%-8.3pp |
| Employer contribution / active EE | $738 | $1,864-60.4% | $2,559-71.2% | $2,544-71.0% |
| Participant deferral / active EE | $2,310 | $3,112-25.8% | $3,849-40.0% | $4,237-45.5% |
| Admin fee / account holder | $325 | $600-45.8% | $6,267-94.8% | $593-45.2% |