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 | $17,348 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST, N.A. Service code 99 1100 NORTH MARKET ST · WILMINGTON, DE 19801 | Other Fees | $16,381 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $551 |
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 | $49,690 | $58,926-15.7% | $97,226-48.9% | $74,495-33.3% |
| Participation rate | 49.2% | 63.5%-14.3pp | 72.7%-23.5pp | 67.2%-18.0pp |
| Annual return | 12.45% | 16.04%-3.6pp | 75.13%-62.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $493 | $1,894-74.0% | $2,729-81.9% | $2,623-81.2% |
| Participant deferral / active EE | $1,583 | $3,664-56.8% | $4,264-62.9% | $4,346-63.6% |
| Admin fee / account holder | $202 | $1,974-89.8% | $5,654-96.4% | $1,942-89.6% |