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 | $7,875 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $6,426 |
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 | $17,968 | $55,415-67.6% | $155,509-88.4% | $74,495-75.9% |
| Participation rate | 56.0% | 61.9%-5.9pp | 78.2%-22.2pp | 67.2%-11.2pp |
| Annual return | 15.85% | 268.50%-252.7pp | 64.67%-48.8pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,609 | $2,267-29.0% | $4,672-65.6% | $2,623-38.6% |
| Participant deferral / active EE | $1,084 | $2,836-61.8% | $5,626-80.7% | $4,346-75.1% |
| Admin fee / account holder | $146 | $1,738-91.6% | $15,912-99.1% | $1,942-92.5% |