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 | $10,670 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $8,332 |
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 | $17,256 | $49,915-65.4% | $154,803-88.9% | $74,304-76.8% |
| Participation rate | 67.7% | 54.0%+13.8pp | 78.1%-10.4pp | 60.3%+7.4pp |
| Annual return | 13.92% | 34.06%-20.1pp | 58.88%-45.0pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,063 | $1,611-34.0% | $4,305-75.3% | $2,241-52.6% |
| Participant deferral / active EE | $1,138 | $2,255-49.5% | $5,540-79.5% | $3,767-69.8% |
| Admin fee / account holder | $156 | $2,189-92.9% | $14,329-98.9% | $2,969-94.8% |