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) | $105,754 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $78,108 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,022 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,488 | $129,021-12.0% | $184,203-38.4% | $77,643+46.2% |
| Participation rate | 98.3% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 11.87% | 33.27%-21.4pp | 28.81%-16.9pp | 31.24%-19.4pp |
| Employer contribution / active EE | $3,434 | $4,413-22.2% | $6,427-46.6% | $2,726+26.0% |
| Participant deferral / active EE | $9,079 | $7,297+24.4% | $9,131-0.6% | $4,647+95.4% |
| Admin fee / account holder | $409 | $254+61.1% | $13,901-97.1% | $430-5.0% |