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 |
|---|---|---|
Service code 27 8400 NORMANDALE LAKE BLVD · BLOOMINGTON, MN 55437 | Advisory (Plan) | $22,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $63,315 | $28,601+121.4% | $71,735-11.7% | $66,914-5.4% |
| Participation rate | 53.3% | 56.7%-3.4pp | 62.3%-9.0pp | 69.8%-16.5pp |
| Annual return | -14.24% | -10.90%-3.3pp | 9.14%-23.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $852 | $1,104-22.9% | $1,704-50.0% | $2,544-66.5% |
| Participant deferral / active EE | $2,937 | $1,912+53.6% | $2,658+10.5% | $4,237-30.7% |
| Admin fee / account holder | $231 | $506-54.3% | $3,974-94.2% | $593-61.0% |