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 9-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 | $20,988 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,535 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,867 |
Filed as: ALERA GROUP INC DBA ALERA INVSTMNT Service code 27 3 PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $3,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,369 | $55,472-48.9% | $155,567-81.8% | $74,546-61.9% |
| Participation rate | 39.7% | 61.9%-22.2pp | 78.2%-38.5pp | 67.2%-27.5pp |
| Annual return | 11.89% | 268.72%-256.8pp | 64.74%-52.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,007 | $2,269-55.6% | $4,674-78.4% | $2,624-61.6% |
| Participant deferral / active EE | $1,718 | $2,838-39.5% | $5,628-69.5% | $4,347-60.5% |
| Admin fee / account holder | $361 | $1,743-79.3% | $15,916-97.7% | $1,944-81.4% |