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 | $26,784 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,895 |
SNELL & WILMER LLP1 year Service code 29 1 E WASHINGTON ST STE 2700 · PHOENIX, AZ 85004 | Legal | $3,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,865 | $122,239+190.3% | $184,203+92.6% | $74,495+376.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 16.10% | 19.95%-3.8pp | 28.81%-12.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $9,354 | $4,537+106.2% | $6,427+45.5% | $2,623+256.6% |
| Participant deferral / active EE | $13,155 | $7,139+84.3% | $9,131+44.1% | $4,346+202.7% |
| Admin fee / account holder | $568 | $1,260-54.9% | $13,901-95.9% | $1,942-70.7% |