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 | $111,583 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $19,311 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,580 |
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 | $194,778 | $86,944+124.0% | $107,525+81.1% | $74,304+162.1% |
| Participation rate | 99.0% | 59.6%+39.4pp | 75.1%+23.9pp | 60.3%+38.6pp |
| Annual return | 15.69% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $11,319 | $2,757+310.6% | $3,754+201.6% | $2,241+405.0% |
| Participant deferral / active EE | $9,968 | $3,554+180.5% | $5,116+94.9% | $3,767+164.6% |
| Admin fee / account holder | $348 | $3,727-90.7% | $8,919-96.1% | $2,969-88.3% |