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 ANNUITY INS. CO. OF AMER. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,089 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,043 |
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $9,999 |
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 | $78,850 | $100,326-21.4% | $180,183-56.2% | $84,808-7.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 14.87% | 17.86%-3.0pp | 27.86%-13.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $13,850 | $3,269+323.6% | $5,039+174.9% | $2,631+426.4% |
| Participant deferral / active EE | $42,784 | $5,066+744.5% | $6,822+527.1% | $4,212+915.9% |
| Admin fee / account holder | $465 | $9,674-95.2% | $19,975-97.7% | $7,344-93.7% |