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 | $47,093 |
AMARILLO NATIONAL BANK6 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $42,926 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,843 |
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 | $32,882 | $116,081-71.7% | $156,181-78.9% | $79,634-58.7% |
| Participation rate | 97.5% | 75.6%+21.9pp | 78.8%+18.6pp | 62.5%+35.0pp |
| Annual return | 18.00% | 15.89%+2.1pp | 64.87%-46.9pp | 36.46%-18.5pp |
| Employer contribution / active EE | $1,489 | $2,828-47.4% | $4,294-65.3% | $2,529-41.1% |
| Participant deferral / active EE | $3,883 | $4,584-15.3% | $6,132-36.7% | $3,835+1.3% |
| Admin fee / account holder | $240 | $854-71.9% | $14,586-98.4% | $1,002-76.0% |