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 | $5,725 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $5,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,748 | $61,272-79.2% | $149,673-91.5% | $71,457-82.2% |
| Participation rate | 64.2% | 62.5%+1.7pp | 78.8%-14.5pp | 67.9%-3.7pp |
| Annual return | 12.24% | 35.85%-23.6pp | 134.42%-122.2pp | 28.85%-16.6pp |
| Employer contribution / active EE | $789 | $2,378-66.8% | $4,818-83.6% | $2,588-69.5% |
| Participant deferral / active EE | $997 | $2,917-65.8% | $5,680-82.5% | $4,289-76.8% |
| Admin fee / account holder | $117 | $1,261-90.7% | $13,210-99.1% | $1,587-92.6% |