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 7-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 | $49,384 |
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $23,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,795 | $45,959-37.3% | $91,220-68.4% | $77,904-63.0% |
| Participation rate | 60.1% | 66.3%-6.2pp | 73.2%-13.0pp | 73.7%-13.5pp |
| Annual return | -9.25% | -5.32%-3.9pp | 114.01%-123.3pp | 12.21%-21.5pp |
| Employer contribution / active EE | $2,773 | $1,451+91.2% | $2,850-2.7% | $2,848-2.6% |
| Participant deferral / active EE | $6,080 | $3,283+85.2% | $4,234+43.6% | $4,806+26.5% |
| Admin fee / account holder | $100 | $99+1.1% | $5,420-98.2% | $133-24.7% |