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 8-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 INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,947 |
Service code 55 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $13,211 |
PASI, LLC2 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $8,038 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,274 |
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 | $70,158 | $64,119+9.4% | $112,228-37.5% | $66,914+4.8% |
| Participation rate | 60.8% | 68.5%-7.7pp | 75.1%-14.3pp | 69.8%-9.0pp |
| Annual return | -12.52% | -13.81%+1.3pp | 27.45%-40.0pp | 1.58%-14.1pp |
| Employer contribution / active EE | $1,853 | $3,005-38.3% | $3,635-49.0% | $2,544-27.2% |
| Participant deferral / active EE | $3,752 | $3,693+1.6% | $4,728-20.6% | $4,237-11.4% |
| Admin fee / account holder | $467 | $625-25.3% | $6,410-92.7% | $593-21.2% |