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 | $67,255 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,913 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,248 |
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 | $79,081 | $50,815+55.6% | $155,509-49.1% | $77,643+1.9% |
| Participation rate | 68.3% | 63.1%+5.2pp | 78.2%-9.9pp | 70.6%-2.2pp |
| Annual return | 14.94% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,696 | $1,993-14.9% | $4,672-63.7% | $2,726-37.8% |
| Participant deferral / active EE | $3,219 | $2,822+14.1% | $5,626-42.8% | $4,647-30.7% |
| Admin fee / account holder | $19 | $437-95.6% | $15,912-99.9% | $430-95.5% |