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 4-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 | $31,873 |
USI CONSULTING GROUP4+ years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $26,585 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,245 | $56,767+6.1% | $101,794-40.8% | $85,563-29.6% |
| Participation rate | 27.9% | 57.6%-29.7pp | 69.2%-41.3pp | 66.0%-38.1pp |
| Annual return | 13.40% | 17.76%-4.4pp | 30.53%-17.1pp | 31.51%-18.1pp |
| Employer contribution / active EE | $490 | $1,112-55.9% | $2,289-78.6% | $2,654-81.5% |
| Participant deferral / active EE | $911 | $2,720-66.5% | $4,084-77.7% | $4,375-79.2% |
| Admin fee / account holder | $309 | $1,098-71.9% | $8,777-96.5% | $834-63.0% |