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 |
|---|---|---|
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $44,279 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,432 |
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 | $137,858 | $100,923+36.6% | $150,045-8.1% | $74,304+85.5% |
| Participation rate | 73.3% | 70.1%+3.2pp | 82.3%-9.1pp | 60.3%+12.9pp |
| Annual return | 15.10% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $11,089 | $3,463+220.2% | $4,693+136.3% | $2,241+394.8% |
| Participant deferral / active EE | $13,796 | $6,709+105.6% | $7,997+72.5% | $3,767+266.2% |
| Admin fee / account holder | $519 | $2,767-81.2% | $13,435-96.1% | $2,969-82.5% |