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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,984 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $42,283 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,662 |
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 | $188,075 | $65,561+186.9% | $91,541+105.5% | $74,304+153.1% |
| Participation rate | 98.3% | 56.6%+41.7pp | 69.8%+28.5pp | 60.3%+37.9pp |
| Annual return | 15.43% | 17.68%-2.3pp | 20.50%-5.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $7,216 | $1,717+320.2% | $2,505+188.1% | $2,241+222.0% |
| Participant deferral / active EE | $7,823 | $2,918+168.1% | $4,008+95.2% | $3,767+107.7% |
| Admin fee / account holder | $376 | $3,333-88.7% | $6,956-94.6% | $2,969-87.3% |