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) | $35,077 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,440 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,967 |
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 | $93,104 | $100,923-7.7% | $150,045-37.9% | $74,304+25.3% |
| Participation rate | 82.0% | 70.1%+12.0pp | 82.3%-0.3pp | 60.3%+21.7pp |
| Annual return | 20.11% | 51.77%-31.7pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $2,459 | $3,463-29.0% | $4,693-47.6% | $2,241+9.7% |
| Participant deferral / active EE | $7,662 | $6,709+14.2% | $7,997-4.2% | $3,767+103.4% |
| Admin fee / account holder | $320 | $2,767-88.4% | $13,435-97.6% | $2,969-89.2% |