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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,070 |
VITA PLANNING GROUP LLC4 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $16,632 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,963 | $78,485+258.0% | $106,213+164.5% | $74,495+277.2% |
| Participation rate | 34.7% | 72.8%-38.1pp | 75.3%-40.5pp | 67.2%-32.5pp |
| Annual return | 13.85% | 15.95%-2.1pp | 116.14%-102.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $6,054 | $2,523+140.0% | $3,171+90.9% | $2,623+130.8% |
| Participant deferral / active EE | $19,281 | $4,322+346.1% | $5,016+284.4% | $4,346+343.7% |
| Admin fee / account holder | $421 | $2,232-81.1% | $11,033-96.2% | $1,942-78.3% |