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 |
|---|---|---|
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $55,593 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,651 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $230 |
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 | $62,764 | $47,126+33.2% | $149,673-58.1% | $74,419-15.7% |
| Participation rate | 69.1% | 63.4%+5.7pp | 78.8%-9.7pp | 70.7%-1.7pp |
| Annual return | 17.83% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,719 | $1,905-9.8% | $4,818-64.3% | $2,637-34.8% |
| Participant deferral / active EE | $3,298 | $2,728+20.9% | $5,680-41.9% | $4,528-27.2% |
| Admin fee / account holder | $12 | $343-96.4% | $13,210-99.9% | $348-96.5% |