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 6-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 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $111,029 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $81,764 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $683 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $456,032 | $131,799+246.0% | $200,582+127.4% | $85,563+433.0% |
| Participation rate | 97.0% | 87.9%+9.1pp | 86.9%+10.1pp | 66.0%+31.0pp |
| Annual return | 15.16% | 21.59%-6.4pp | 42.33%-27.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $15,172 | $4,532+234.8% | $6,419+136.4% | $2,654+471.8% |
| Participant deferral / active EE | $17,444 | $7,702+126.5% | $9,331+86.9% | $4,375+298.7% |
| Admin fee / account holder | $222 | $235-5.4% | $16,305-98.6% | $834-73.3% |