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 | $33,347 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $17,490 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $15,221 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,618 |
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 | $122,930 | $100,923+21.8% | $150,045-18.1% | $74,304+65.4% |
| Participation rate | 93.4% | 70.1%+23.4pp | 82.3%+11.1pp | 60.3%+33.1pp |
| Annual return | 191.30% | 51.77%+139.5pp | 62.55%+128.8pp | 29.43%+161.9pp |
| Employer contribution / active EE | $2,982 | $3,463-13.9% | $4,693-36.5% | $2,241+33.1% |
| Participant deferral / active EE | $8,276 | $6,709+23.4% | $7,997+3.5% | $3,767+119.7% |
| Admin fee / account holder | $328 | $2,767-88.1% | $13,435-97.6% | $2,969-89.0% |