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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,350 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $29,907 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $14,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,464 |
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 | $43,189 | $64,119-32.6% | $112,228-61.5% | $66,914-35.5% |
| Participation rate | 86.3% | 68.5%+17.8pp | 75.1%+11.3pp | 69.8%+16.5pp |
| Annual return | -14.30% | -13.81%-0.5pp | 27.45%-41.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $5,769 | $3,005+92.0% | $3,635+58.7% | $2,544+126.7% |
| Participant deferral / active EE | $5,174 | $3,693+40.1% | $4,728+9.4% | $4,237+22.1% |
| Admin fee / account holder | $309 | $625-50.6% | $6,410-95.2% | $593-47.9% |