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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,123 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,214 |
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 | $72,434 | $69,823+3.7% | $77,163-6.1% | $74,419-2.7% |
| Participation rate | 25.6% | 70.0%-44.4pp | 69.6%-44.0pp | 70.7%-45.1pp |
| Annual return | 14.66% | 19.98%-5.3pp | 37.87%-23.2pp | 34.38%-19.7pp |
| Employer contribution / active EE | $915 | $2,150-57.4% | $2,535-63.9% | $2,637-65.3% |
| Participant deferral / active EE | $2,028 | $3,558-43.0% | $3,833-47.1% | $4,528-55.2% |
| Admin fee / account holder | $330 | $398-16.9% | $5,472-94.0% | $348-5.0% |