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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,544 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,359 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $888 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,843 | $122,239-74.0% | $184,203-82.7% | $74,495-57.3% |
| Participation rate | 91.6% | 85.5%+6.1pp | 86.8%+4.8pp | 67.2%+24.4pp |
| Annual return | 13.19% | 19.95%-6.8pp | 28.81%-15.6pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,960 | $7,139-44.5% | $9,131-56.6% | $4,346-8.9% |
| Admin fee / account holder | $330 | $1,260-73.8% | $13,901-97.6% | $1,942-83.0% |