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 | $108,549-69.7% | $156,263-79.0% | $85,563-61.6% |
| Participation rate | 97.5% | 77.1%+20.4pp | 78.9%+18.6pp | 66.0%+31.5pp |
| Annual return | 18.00% | 21.79%-3.8pp | 59.47%-41.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,489 | $2,690-44.6% | $4,333-65.6% | $2,654-43.9% |
| Participant deferral / active EE | $3,883 | $4,800-19.1% | $6,158-36.9% | $4,375-11.2% |
| Admin fee / account holder | $240 | $650-63.0% | $14,255-98.3% | $834-71.2% |