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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $978 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,164 | $55,472-25.8% | $155,567-73.5% | $74,546-44.8% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 13.65% | 268.72%-255.1pp | 64.74%-51.1pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $1,378 | $2,269-39.3% | $4,674-70.5% | $2,624-47.5% |
| Participant deferral / active EE | $2,334 | $2,838-17.7% | $5,628-58.5% | $4,347-46.3% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,916-99.9% | $1,944-99.4% |