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 | $62,690 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $31,399 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,328 |
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 | $30,630 | $84,784-63.9% | $98,439-68.9% | $74,419-58.8% |
| Participation rate | 93.4% | 81.5%+11.9pp | 75.2%+18.2pp | 70.7%+22.7pp |
| Annual return | 17.90% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,600 | $3,364-22.7% | $3,048-14.7% | $2,637-1.4% |
| Participant deferral / active EE | $3,994 | $5,218-23.5% | $4,738-15.7% | $4,528-11.8% |
| Admin fee / account holder | $199 | $204-2.5% | $8,948-97.8% | $348-42.7% |