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 | $24,545 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $19,579 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,332 | $108,719-17.8% | $101,326-11.8% | $85,563+4.4% |
| Participation rate | 60.1% | 80.9%-20.7pp | 81.5%-21.3pp | 66.0%-5.8pp |
| Annual return | 15.42% | 20.95%-5.5pp | 36.82%-21.4pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,388 | $3,114-55.4% | $3,665-62.1% | $2,654-47.7% |
| Participant deferral / active EE | $3,604 | $8,545-57.8% | $7,994-54.9% | $4,375-17.6% |
| Admin fee / account holder | $233 | $685-65.9% | $11,185-97.9% | $834-72.0% |