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 | $20,580 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $11,675 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,411 |
TD AMERITRADE, INC.5 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $150 |
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 | $139,615 | $65,435+113.4% | $86,677+61.1% | $66,914+108.6% |
| Participation rate | 85.0% | 75.5%+9.6pp | 76.6%+8.5pp | 69.8%+15.2pp |
| Annual return | -15.71% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,810 | $2,153+76.9% | $2,836+34.3% | $2,544+49.7% |
| Participant deferral / active EE | $9,158 | $4,100+123.3% | $4,656+96.7% | $4,237+116.1% |
| Admin fee / account holder | $354 | $642-44.8% | $7,493-95.3% | $593-40.3% |