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 | $130,635 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $75,495 | $139,767-46.0% | $153,485-50.8% | $199,593-62.2% |
| Participation rate | 61.3% | 85.1%-23.8pp | 77.1%-15.8pp | 72.0%-10.7pp |
| Annual return | 14.92% | 20.59%-5.7pp | 15.65%-0.7pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,200 | $6,517-50.9% | $5,039-36.5% | $3,034+5.5% |
| Participant deferral / active EE | $4,470 | $8,055-44.5% | $6,757-33.9% | $5,087-12.1% |
| Admin fee / account holder | $149 | $98+52.0% | $12,724-98.8% | $269-44.6% |