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 5-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 ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $55,647 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $39,403 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,049 | $81,908-31.6% | $90,749-38.2% | $64,808-13.5% |
| Participation rate | 55.7% | 80.5%-24.8pp | 75.7%-20.0pp | 71.5%-15.8pp |
| Annual return | -16.56% | -12.53%-4.0pp | -12.16%-4.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $829 | $3,065-73.0% | $2,921-71.6% | $2,506-66.9% |
| Participant deferral / active EE | $2,394 | $4,840-50.5% | $4,564-47.5% | $4,310-44.5% |
| Admin fee / account holder | $132 | $157-16.3% | $8,445-98.4% | $188-30.0% |