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) | $27,435 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,417 |
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.
Annual investment return 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 | $94,644 | $24,733+282.7% | $69,647+35.9% | $74,495+27.0% |
| Participation rate | 42.1% | 63.5%-21.4pp | 66.5%-24.4pp | 67.2%-25.1pp |
| Annual return | 11.04% | 18.55%-7.5pp | 100.48%-89.4pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $765 | $1,001-23.6% | $1,712-55.3% | $2,623-70.8% |
| Participant deferral / active EE | $2,736 | $1,901+43.9% | $2,886-5.2% | $4,346-37.0% |
| Admin fee / account holder | $300 | $1,892-84.2% | $4,713-93.6% | $1,942-84.6% |