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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,639 |
VITA PLANNING GROUP LLC3 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $35,521 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,883 |
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 | $23,162 | $100,227-76.9% | $169,993-86.4% | $74,419-68.9% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.0%+8.0pp | 70.7%+24.3pp |
| Annual return | 27.84% | 66.08%-38.2pp | 53.37%-25.5pp | 34.38%-6.5pp |
| Employer contribution / active EE | $828 | $4,263-80.6% | $6,785-87.8% | $2,637-68.6% |
| Participant deferral / active EE | $4,633 | $7,143-35.1% | $10,408-55.5% | $4,528+2.3% |
| Admin fee / account holder | $189 | $234-19.6% | $12,815-98.5% | $348-45.8% |