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 | $17,808 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,789 |
LPL FINANCIAL8 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $14,343 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $60 |
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 | $132,330 | $101,317+30.6% | $146,958-10.0% | $74,495+77.6% |
| Participation rate | 97.6% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.4pp |
| Annual return | 11.89% | 8730.91%-8719.0pp | 418.34%-406.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,013 | $3,810-47.2% | $4,933-59.2% | $2,623-23.2% |
| Participant deferral / active EE | $6,642 | $7,303-9.1% | $8,070-17.7% | $4,346+52.8% |
| Admin fee / account holder | $358 | $1,739-79.4% | $12,998-97.2% | $1,942-81.6% |