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 9-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 | $32,949 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $22,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,901 |
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 | $39,020 | $84,487-53.8% | $125,339-68.9% | $66,914-41.7% |
| Participation rate | 73.7% | 76.4%-2.7pp | 82.4%-8.6pp | 69.8%+3.9pp |
| Annual return | -13.31% | -8.39%-4.9pp | 572.05%-585.4pp | 1.58%-14.9pp |
| Employer contribution / active EE | $4,489 | $3,553+26.4% | $4,814-6.7% | $2,544+76.4% |
| Participant deferral / active EE | $6,233 | $6,781-8.1% | $7,446-16.3% | $4,237+47.1% |
| Admin fee / account holder | $406 | $685-40.7% | $10,010-95.9% | $593-31.6% |