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 | $73,128 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,081 |
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 | $129,988 | $132,049-1.6% | $200,582-35.2% | $74,304+74.9% |
| Participation rate | 92.6% | 84.1%+8.5pp | 86.9%+5.7pp | 60.3%+32.2pp |
| Annual return | 14.35% | 22.22%-7.9pp | 42.33%-28.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $2,731 | $4,558-40.1% | $6,419-57.5% | $2,241+21.8% |
| Participant deferral / active EE | $5,689 | $7,213-21.1% | $9,331-39.0% | $3,767+51.0% |
| Admin fee / account holder | $434 | $2,405-81.9% | $16,305-97.3% | $2,969-85.4% |