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 55 · EIN 86-0588303 7333 E DOUBLETREE RANCH RD. STE 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $25,222 |
Filed as: EMPOWER ADVISORY GRUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $742 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,142 | $138,044+214.5% | $125,339+246.4% | $134,475+222.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.75% | 750.33%-755.1pp | 572.05%-576.8pp | 417.96%-422.7pp |
| Employer contribution / active EE | $27,109 | $5,243+417.0% | $4,814+463.2% | $4,740+472.0% |
| Participant deferral / active EE | $15,172 | $7,799+94.5% | $7,446+103.8% | $6,400+137.1% |
| Admin fee / account holder | $17,550 | $11,571+51.7% | $10,010+75.3% | $11,426+53.6% |