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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $86,239 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,422 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,784 |
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 | $116,453 | $100,227+16.2% | $169,993-31.5% | $74,419+56.5% |
| Participation rate | 79.3% | 87.3%-8.1pp | 87.0%-7.7pp | 70.7%+8.5pp |
| Annual return | 17.98% | 66.08%-48.1pp | 53.37%-35.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $3,378 | $4,263-20.8% | $6,785-50.2% | $2,637+28.1% |
| Participant deferral / active EE | $8,754 | $7,143+22.6% | $10,408-15.9% | $4,528+93.3% |
| Admin fee / account holder | $311 | $234+32.5% | $12,815-97.6% | $348-10.7% |