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 | $261,027 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,723 |
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 | $55,055 | $131,639-58.2% | $112,040-50.9% | $103,975-47.0% |
| Participation rate | 94.7% | 88.3%+6.4pp | 76.5%+18.2pp | 72.5%+22.2pp |
| Annual return | 18.06% | 14.57%+3.5pp | 24.52%-6.5pp | 19.41%-1.3pp |
| Employer contribution / active EE | $2,793 | $3,865-27.7% | $2,954-5.4% | $3,722-25.0% |
| Participant deferral / active EE | $5,320 | $6,986-23.8% | $5,098+4.4% | $5,343-0.4% |
| Admin fee / account holder | $193 | $134+43.7% | $12,098-98.4% | $332-41.9% |