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 | $66,648 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $32,261 |
JAMES A. REICHERT1 year Filed as: JAMES W FOLWER Service code 99 PO BOX 489 · DALLAS, OR 97338 | Other Fees | $27,027 |
Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $16,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,002 |
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 | $52,019 | $76,670-32.2% | $96,683-46.2% | $71,457-27.2% |
| Participation rate | 86.6% | 66.6%+20.1pp | 74.3%+12.3pp | 67.9%+18.7pp |
| Annual return | 14.64% | 48.29%-33.7pp | 35.69%-21.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $7,766 | $3,031+156.2% | $3,737+107.8% | $2,588+200.1% |
| Participant deferral / active EE | $6,295 | $3,771+66.9% | $4,878+29.1% | $4,289+46.8% |
| Admin fee / account holder | $324 | $2,028-84.0% | $6,730-95.2% | $1,587-79.6% |