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 | $64,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,363 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $43,757 |
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 | $35,795 | $82,202-56.5% | $125,339-71.4% | $64,808-44.8% |
| Participation rate | 68.1% | 77.9%-9.8pp | 82.4%-14.3pp | 71.5%-3.4pp |
| Annual return | -15.00% | 3.48%-18.5pp | 572.05%-587.1pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,628 | $3,615-27.3% | $4,814-45.4% | $2,506+4.9% |
| Participant deferral / active EE | $6,585 | $7,175-8.2% | $7,446-11.6% | $4,310+52.8% |
| Admin fee / account holder | $226 | $163+38.7% | $10,010-97.7% | $188+20.5% |