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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC7 years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,142 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $460 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $241 |
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 | $245,315 | $138,347+77.3% | $184,203+33.2% | $80,856+203.4% |
| Participation rate | 84.4% | 83.9%+0.5pp | 86.8%-2.4pp | 67.6%+16.7pp |
| Annual return | 16.08% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $9,815 | $4,850+102.4% | $6,427+52.7% | $2,755+256.3% |
| Participant deferral / active EE | $3,172 | $7,071-55.1% | $9,131-65.3% | $4,296-26.2% |
| Admin fee / account holder | $336 | $10,483-96.8% | $13,901-97.6% | $6,918-95.1% |