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 | $20,953 |
Filed as: EMPOWER ADVISORY GRUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,351 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $295 |
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 | $446,014 | $93,571+376.7% | $135,903+228.2% | $75,163+493.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.05% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $18,954 | $3,537+435.9% | $4,856+290.3% | $2,670+610.0% |
| Participant deferral / active EE | $10,679 | $6,404+66.8% | $7,758+37.7% | $4,125+158.9% |
| Admin fee / account holder | $10,914 | $6,975+56.5% | $10,762+1.4% | $5,651+93.1% |