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 | $43,115 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $29,291 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,771 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,509 | $122,239-21.0% | $184,200-47.6% | $74,546+29.5% |
| Participation rate | 71.1% | 85.5%-14.3pp | 86.8%-15.7pp | 67.2%+3.9pp |
| Annual return | 15.36% | 19.95%-4.6pp | 28.80%-13.4pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $1,634 | $4,537-64.0% | $6,424-74.6% | $2,624-37.8% |
| Participant deferral / active EE | $7,479 | $7,139+4.8% | $9,132-18.1% | $4,347+72.0% |
| Admin fee / account holder | $337 | $1,260-73.3% | $13,907-97.6% | $1,944-82.7% |