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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAFE, CO 80111 | Recordkeeping Fees | $67,017 |
Service code 55 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | Other Commissions | $39,319 |
DEFINITI LLC1 year Service code 13 535 KEISLER DR. · CARY, NC 27518 | Contract Administrator | $12,639 |
Filed as: EMPOWER ADVISORY GROUP, INC. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,010 |
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 | $91,337 | $48,750+87.4% | $88,946+2.7% | $74,304+22.9% |
| Participation rate | 80.1% | 44.5%+35.7pp | 68.8%+11.3pp | 60.3%+19.8pp |
| Annual return | 14.31% | 25.91%-11.6pp | 57.82%-43.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $3,277 | $1,255+161.1% | $2,555+28.3% | $2,241+46.2% |
| Participant deferral / active EE | $6,765 | $2,423+179.2% | $4,581+47.7% | $3,767+79.6% |
| Admin fee / account holder | $502 | $3,756-86.6% | $8,261-93.9% | $2,969-83.1% |