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 8-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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,882 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,001 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $4,500 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $7 |
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 | $56,830 | $54,701+3.9% | $86,188-34.1% | $71,457-20.5% |
| Participation rate | 70.8% | 60.1%+10.7pp | 69.0%+1.8pp | 67.9%+2.9pp |
| Annual return | 24.19% | 20.06%+4.1pp | 1168.45%-1144.3pp | 28.85%-4.7pp |
| Employer contribution / active EE | $2,160 | $1,265+70.7% | $2,380-9.3% | $2,588-16.5% |
| Participant deferral / active EE | $4,042 | $3,108+30.0% | $3,985+1.4% | $4,289-5.8% |
| Admin fee / account holder | $527 | $1,922-72.6% | $6,852-92.3% | $1,587-66.8% |