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 | $49,168 |
VITA PLANNING GROUP LLC4 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $45,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,443 |
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 | $26,828 | $129,021-79.2% | $184,203-85.4% | $77,643-65.4% |
| Participation rate | 95.1% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.5pp |
| Annual return | 17.47% | 33.27%-15.8pp | 28.81%-11.3pp | 31.24%-13.8pp |
| Employer contribution / active EE | $1,028 | $4,413-76.7% | $6,427-84.0% | $2,726-62.3% |
| Participant deferral / active EE | $5,128 | $7,297-29.7% | $9,131-43.8% | $4,647+10.3% |
| Admin fee / account holder | $204 | $254-19.8% | $13,901-98.5% | $430-52.7% |