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 | $128,899-57.3% | $113,168-51.4% | $102,872-46.5% |
| Participation rate | 94.7% | 87.0%+7.7pp | 76.6%+18.1pp | 73.0%+21.7pp |
| Annual return | 18.06% | 15.88%+2.2pp | 24.27%-6.2pp | 19.06%-1.0pp |
| Employer contribution / active EE | $2,793 | $3,713-24.8% | $2,975-6.1% | $3,526-20.8% |
| Participant deferral / active EE | $5,320 | $6,787-21.6% | $5,107+4.2% | $5,535-3.9% |
| Admin fee / account holder | $193 | $129+49.2% | $12,068-98.4% | $292-34.0% |