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 | $47,799 |
Service code 55 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $15,283 |
PASI, LLC3 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $8,555 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,533 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,026 | $76,670+5.7% | $96,683-16.2% | $71,457+13.4% |
| Participation rate | 67.5% | 66.6%+0.9pp | 74.3%-6.8pp | 67.9%-0.4pp |
| Annual return | 9.38% | 48.29%-38.9pp | 35.69%-26.3pp | 28.85%-19.5pp |
| Employer contribution / active EE | $1,804 | $3,031-40.5% | $3,737-51.7% | $2,588-30.3% |
| Participant deferral / active EE | $4,199 | $3,771+11.4% | $4,878-13.9% | $4,289-2.1% |
| Admin fee / account holder | $596 | $2,028-70.6% | $6,730-91.1% | $1,587-62.5% |