Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,075 | $63,904+194.3% | $89,340+110.5% | $67,986+176.6% |
| Participation rate | 98.3% | 54.3%+43.9pp | 69.6%+28.7pp | 57.2%+41.1pp |
| Annual return | 15.43% | 18.09%-2.7pp | 20.57%-5.1pp | 31.67%-16.2pp |
| Employer contribution / active EE | $7,216 | $1,627+343.4% | $2,231+223.4% | $2,019+257.4% |
| Participant deferral / active EE | $7,823 | $2,691+190.7% | $3,823+104.6% | $3,358+133.0% |
| Admin fee / account holder | $376 | $3,315-88.7% | $6,704-94.4% | $3,203-88.3% |