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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,413 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,317 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,088 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,127 | $44,642-52.7% | $91,220-76.8% | $66,914-68.4% |
| Participation rate | 88.0% | 64.9%+23.1pp | 73.2%+14.8pp | 69.8%+18.2pp |
| Annual return | -27.52% | -12.29%-15.2pp | 114.01%-141.5pp | 1.58%-29.1pp |
| Employer contribution / active EE | $1,949 | $1,706+14.2% | $2,850-31.6% | $2,544-23.4% |
| Participant deferral / active EE | $4,784 | $3,349+42.8% | $4,234+13.0% | $4,237+12.9% |
| Admin fee / account holder | $266 | $521-49.0% | $5,420-95.1% | $593-55.2% |