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 4-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $174 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,041 | $101,499-36.9% | $147,005-56.4% | $74,546-14.1% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.2%+13.5pp | 67.2%+28.4pp |
| Annual return | 12.11% | 8732.34%-8720.2pp | 418.76%-406.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,585 | $3,811-58.4% | $4,934-67.9% | $2,624-39.6% |
| Participant deferral / active EE | $7,711 | $7,304+5.6% | $8,070-4.4% | $4,347+77.4% |
| Admin fee / account holder | $618 | $1,748-64.6% | $13,006-95.2% | $1,944-68.2% |