Filed March 21, 2025
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 | $15,961 |
Service code 27 100 SOUTH ASHLEY DR STE 620 · TAMPA, FL 33602 | Advisory (Plan) | $2,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,845 | $96,018+7.1% | $65,493+57.0% | $85,563+20.2% |
| Participation rate | 77.0% | 74.8%+2.2pp | 73.1%+3.9pp | 66.0%+11.1pp |
| Annual return | 15.38% | 14.51%+0.9pp | 982.45%-967.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $3,808 | $3,235+17.7% | $2,574+47.9% | $2,654+43.5% |
| Participant deferral / active EE | $4,042 | $4,055-0.3% | $3,961+2.0% | $4,375-7.6% |
| Admin fee / account holder | $55 | $271-79.7% | $5,028-98.9% | $834-93.4% |