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 9-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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,253 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,051 | $60,165-71.7% | $74,183-77.0% | $55,167-69.1% |
| Participation rate | 60.7% | 74.2%-13.4pp | 76.6%-15.9pp | 69.0%-8.2pp |
| Annual return | 10.58% | 10.00%+0.6pp | 17.74%-7.2pp | 169.23%-158.6pp |
| Employer contribution / active EE | $432 | $1,600-73.0% | $2,370-81.8% | $1,963-78.0% |
| Participant deferral / active EE | $1,223 | $2,973-58.9% | $3,550-65.5% | $3,054-60.0% |
| Admin fee / account holder | $22 | $419-94.6% | $5,586-99.6% | $504-95.5% |