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 | $40,435 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,709 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,936 | $69,454+58.3% | $180,183-39.0% | $74,304+48.0% |
| Participation rate | 98.2% | 61.8%+36.4pp | 77.4%+20.8pp | 60.3%+37.8pp |
| Annual return | 15.03% | 25.86%-10.8pp | 27.86%-12.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $6,103 | $3,155+93.5% | $5,039+21.1% | $2,241+172.3% |
| Participant deferral / active EE | $6,342 | $4,662+36.0% | $6,822-7.0% | $3,767+68.3% |
| Admin fee / account holder | $314 | $3,036-89.7% | $19,975-98.4% | $2,969-89.4% |