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 6-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 | $54,755 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,229 |
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 | $135,468 | $82,972+63.3% | $103,374+31.0% | $77,671+74.4% |
| Participation rate | 98.6% | 71.5%+27.1pp | 74.5%+24.1pp | 70.6%+28.0pp |
| Annual return | 14.98% | 19.14%-4.2pp | 24.89%-9.9pp | 31.21%-16.2pp |
| Employer contribution / active EE | $8,695 | $3,554+144.6% | $3,869+124.7% | $2,726+218.9% |
| Participant deferral / active EE | $10,384 | $4,108+152.7% | $5,058+105.3% | $4,648+123.4% |
| Admin fee / account holder | $407 | $639-36.3% | $8,394-95.2% | $430-5.6% |