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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $169,822 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $126,464 |
Participant contribution per participant 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 | $69,115 | $188,991-63.4% | $103,476-33.2% | $199,593-65.4% |
| Participation rate | 98.5% | 93.2%+5.3pp | 80.5%+18.0pp | 72.0%+26.5pp |
| Annual return | 16.28% | 15.75%+0.5pp | 23.90%-7.6pp | 34.25%-18.0pp |
| Employer contribution / active EE | $4,330 | $6,583-34.2% | $4,672-7.3% | $3,034+42.7% |
| Participant deferral / active EE | $6,366 | $10,334-38.4% | $6,623-3.9% | $5,087+25.1% |
| Admin fee / account holder | $193 | $114+68.2% | $9,413-98.0% | $269-28.4% |