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 | $20,913 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,627 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $8,157 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,288 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,073 | $62,127+45.0% | $81,382+10.7% | $74,495+20.9% |
| Participation rate | 36.6% | 64.0%-27.5pp | 69.5%-32.9pp | 67.2%-30.6pp |
| Annual return | 11.83% | 16.48%-4.7pp | 24.73%-12.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,210 | $1,882-35.7% | $2,463-50.8% | $2,623-53.9% |
| Participant deferral / active EE | $2,677 | $3,229-17.1% | $3,883-31.1% | $4,346-38.4% |
| Admin fee / account holder | $396 | $1,934-79.5% | $5,768-93.1% | $1,942-79.6% |