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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,455 |
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 | $40,951 | $65,561-37.5% | $91,541-55.3% | $74,304-44.9% |
| Participation rate | 61.1% | 56.6%+4.6pp | 69.8%-8.6pp | 60.3%+0.8pp |
| Annual return | 16.72% | 17.68%-1.0pp | 20.50%-3.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,297 | $1,717+33.8% | $2,505-8.3% | $2,241+2.5% |
| Participant deferral / active EE | $4,013 | $2,918+37.5% | $4,008+0.1% | $3,767+6.5% |
| Admin fee / account holder | $47 | $3,333-98.6% | $6,956-99.3% | $2,969-98.4% |