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 | $50,063 |
VITA PLANNING GROUP LLC2 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $30,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,910 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,350 | $86,897-77.7% | $151,611-87.2% | $64,808-70.1% |
| Participation rate | 94.4% | 87.3%+7.1pp | 87.5%+6.9pp | 71.5%+22.9pp |
| Annual return | -12.82% | -3.57%-9.3pp | 3.33%-16.1pp | 32.82%-45.6pp |
| Employer contribution / active EE | $886 | $4,010-77.9% | $6,166-85.6% | $2,506-64.7% |
| Participant deferral / active EE | $4,868 | $6,690-27.2% | $8,363-41.8% | $4,310+12.9% |
| Admin fee / account holder | $145 | $153-5.3% | $11,616-98.8% | $188-22.8% |