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 10-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,912 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,161 |
Filed as: ASSUREDPARTNERS CAPITAL INC DBA ASS Service code 27 200 COLONIAL CENTER PKWY STE 140 · LAKE MARY, FL 32746 | Advisory (Plan) | $13,600 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $11,540 |
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 | $88,449 | $88,087+0.4% | $164,866-46.4% | $74,546+18.6% |
| Participation rate | 97.7% | 73.1%+24.6pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 13.66% | 17.27%-3.6pp | 69.97%-56.3pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $6,946 | $2,595+167.7% | $4,343+60.0% | $2,624+164.7% |
| Participant deferral / active EE | $4,657 | $4,499+3.5% | $6,033-22.8% | $4,347+7.1% |
| Admin fee / account holder | $345 | $2,232-84.5% | $12,689-97.3% | $1,944-82.2% |