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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84,947 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $50,638 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,768 |
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 | $200,990 | $83,369+141.1% | $105,223+91.0% | $67,986+195.6% |
| Participation rate | 90.7% | 56.3%+34.4pp | 75.0%+15.7pp | 57.2%+33.5pp |
| Annual return | 15.69% | 24.64%-9.0pp | 180.65%-165.0pp | 31.67%-16.0pp |
| Employer contribution / active EE | $8,572 | $2,541+237.4% | $3,689+132.4% | $2,019+324.6% |
| Participant deferral / active EE | $9,784 | $3,295+196.9% | $5,072+92.9% | $3,358+191.4% |
| Admin fee / account holder | $735 | $4,073-81.9% | $8,859-91.7% | $3,203-77.0% |