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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,553 |
APW CAPITAL INC1 year Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $8,086 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,266 | $54,517-20.6% | $75,972-43.1% | $74,495-41.9% |
| Participation rate | 58.8% | 60.3%-1.5pp | 69.1%-10.3pp | 67.2%-8.4pp |
| Annual return | 31.52% | 31.82%-0.3pp | 359.55%-328.0pp | 1364.94%-1333.4pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,706 | $3,066-44.4% | $4,255-59.9% | $4,346-60.7% |
| Admin fee / account holder | $135 | $2,229-93.9% | $6,467-97.9% | $1,942-93.1% |