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 | $20,309 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,347 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,114 | $86,944-55.0% | $107,525-63.6% | $74,304-47.4% |
| Participation rate | 91.0% | 59.6%+31.4pp | 75.1%+15.9pp | 60.3%+30.6pp |
| Annual return | 14.36% | 23.52%-9.2pp | 181.32%-167.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $6,980 | $3,554+96.4% | $5,116+36.4% | $3,767+85.3% |
| Admin fee / account holder | $147 | $3,727-96.0% | $8,919-98.3% | $2,969-95.0% |