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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,670 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $41,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,742 |
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 | $40,856 | $92,055-55.6% | $106,213-61.5% | $77,643-47.4% |
| Participation rate | 72.0% | 81.0%-9.1pp | 75.3%-3.3pp | 70.6%+1.4pp |
| Annual return | 18.21% | 17.91%+0.3pp | 116.14%-97.9pp | 31.24%-13.0pp |
| Employer contribution / active EE | $3,147 | $3,367-6.5% | $3,171-0.8% | $2,726+15.5% |
| Participant deferral / active EE | $4,900 | $5,386-9.0% | $5,016-2.3% | $4,647+5.4% |
| Admin fee / account holder | $271 | $219+23.5% | $11,033-97.5% | $430-37.1% |