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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,588 |
LINSCO/PRIVATE LEDGER CORP8 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $54,105 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,584 | $30,147-21.8% | $58,482-59.7% | $80,160-70.6% |
| Participation rate | 30.5% | 34.4%-3.9pp | 50.9%-20.4pp | 72.9%-42.4pp |
| Annual return | 16.39% | 21.97%-5.6pp | 4239.32%-4222.9pp | 40.38%-24.0pp |
| Employer contribution / active EE | $253 | $528-52.1% | $1,053-76.0% | $2,978-91.5% |
| Participant deferral / active EE | $1,294 | $1,249+3.6% | $1,924-32.8% | $5,017-74.2% |
| Admin fee / account holder | $86 | $195-55.8% | $2,516-96.6% | $145-40.7% |