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 | $79,772 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $39,259 |
INDEPENDENT RETIREMENT CONSULTING10+ years Service code 13 · EIN 90-0451904 6500 SW MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $16,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · COLORADO, OR 80111 | Investment Management | $8,163 |
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 | $60,153 | $80,724-25.5% | $103,333-41.8% | $74,495-19.3% |
| Participation rate | 85.2% | 65.7%+19.5pp | 74.5%+10.7pp | 67.2%+18.0pp |
| Annual return | 10.85% | 27.56%-16.7pp | 24.88%-14.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $6,597 | $3,157+109.0% | $3,868+70.6% | $2,623+151.5% |
| Participant deferral / active EE | $6,031 | $3,860+56.2% | $5,057+19.2% | $4,346+38.8% |
| Admin fee / account holder | $395 | $2,368-83.3% | $8,355-95.3% | $1,942-79.7% |