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 | $10,270 |
LINSCO/PRIVATE LEDGER CORP9 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $4,895 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,210 |
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 | $9,830 | $29,548-66.7% | $56,411-82.6% | $77,643-87.3% |
| Participation rate | 25.0% | 32.7%-7.7pp | 52.5%-27.5pp | 70.6%-45.6pp |
| Annual return | 12.48% | 19.01%-6.5pp | 1701.33%-1688.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $179 | $568-68.4% | $1,039-82.8% | $2,726-93.4% |
| Participant deferral / active EE | $790 | $1,061-25.5% | $1,952-59.5% | $4,647-83.0% |
| Admin fee / account holder | $53 | $1,046-94.9% | $2,829-98.1% | $430-87.7% |