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 | $7,178 |
Service code 13 101 BRADFORD RD SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $1,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $725 |
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 | $29,862 | $91,762-67.5% | $67,502-55.8% | $77,643-61.5% |
| Participation rate | 81.6% | 75.9%+5.7pp | 72.9%+8.7pp | 70.6%+11.0pp |
| Annual return | 13.16% | 14.87%-1.7pp | 3512.12%-3499.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $4,395 | $3,181+38.2% | $2,731+60.9% | $2,726+61.2% |
| Participant deferral / active EE | $2,358 | $3,903-39.6% | $4,000-41.1% | $4,647-49.3% |
| Admin fee / account holder | $35 | $176-80.4% | $3,998-99.1% | $430-92.0% |