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 | $22,682 |
BEACON POINTE ADVISORS LLC2 years Service code 27 703 GREEN VALLEY RD STE 201 · GREENSBORO, NC 27408 | Advisory (Plan) | $11,235 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,010 |
Service code 27 1445 ROSS AVE STE 2700 · DALLAS, TX 75202 | Advisory (Plan) | $5,863 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,315 | $52,406-25.0% | $129,207-69.6% | $74,495-47.2% |
| Participation rate | 95.1% | 53.8%+41.3pp | 69.6%+25.5pp | 67.2%+27.9pp |
| Annual return | 10.48% | 15.66%-5.2pp | 9417.33%-9406.8pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,354 | $1,531-11.6% | $4,153-67.4% | $2,623-48.4% |
| Participant deferral / active EE | $3,589 | $2,794+28.4% | $4,168-13.9% | $4,346-17.4% |
| Admin fee / account holder | $301 | $2,633-88.6% | $7,715-96.1% | $1,942-84.5% |