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 | $16,453 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,771 | $49,451-9.5% | $79,550-43.7% | $66,914-33.1% |
| Participation rate | 60.6% | 61.3%-0.7pp | 69.5%-8.9pp | 69.8%-9.2pp |
| Annual return | -16.52% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,686 | $1,266+33.2% | $2,413-30.2% | $2,544-33.8% |
| Participant deferral / active EE | $3,158 | $3,1590% | $3,985-20.8% | $4,237-25.5% |
| Admin fee / account holder | $102 | $595-82.8% | $6,832-98.5% | $593-82.8% |