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 | $54,936 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $29,294 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,655 |
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 | $29,297 | $81,908-64.2% | $90,749-67.7% | $64,808-54.8% |
| Participation rate | 92.0% | 80.5%+11.5pp | 75.7%+16.3pp | 71.5%+20.5pp |
| Annual return | -13.93% | -12.53%-1.4pp | -12.16%-1.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,111 | $3,065-31.1% | $2,921-27.7% | $2,506-15.7% |
| Participant deferral / active EE | $3,415 | $4,840-29.5% | $4,564-25.2% | $4,310-20.8% |
| Admin fee / account holder | $221 | $157+40.3% | $8,445-97.4% | $188+17.4% |