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 7-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 | $54,060 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $37,706 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,463 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,407 | $89,248-43.5% | $136,007-62.9% | $74,495-32.3% |
| Participation rate | 47.0% | 69.4%-22.4pp | 76.5%-29.5pp | 67.2%-20.2pp |
| Annual return | 15.39% | 22.76%-7.4pp | 579.32%-563.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,582 | $2,838-44.2% | $4,217-62.5% | $2,623-39.7% |
| Participant deferral / active EE | $3,177 | $4,598-30.9% | $7,025-54.8% | $4,346-26.9% |
| Admin fee / account holder | $568 | $1,545-63.3% | $6,858-91.7% | $1,942-70.8% |