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 8-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 | $34,382 |
IMA WEALTH INC2 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $16,367 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,680 |
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 | $41,953 | $89,282-53.0% | $94,646-55.7% | $74,419-43.6% |
| Participation rate | 66.1% | 82.4%-16.3pp | 80.8%-14.7pp | 70.7%-4.6pp |
| Annual return | 34.55% | 25.96%+8.6pp | 156.71%-122.2pp | 34.38%+0.2pp |
| Employer contribution / active EE | $1,990 | $3,022-34.2% | $3,672-45.8% | $2,637-24.6% |
| Participant deferral / active EE | $5,084 | $8,425-39.7% | $7,418-31.5% | $4,528+12.3% |
| Admin fee / account holder | $173 | $219-20.9% | $7,231-97.6% | $348-50.2% |