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 6-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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,365 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $683 |
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 | $50,198 | $2,679,533-98.1% | $164,866-69.6% | $199,768-74.9% |
| Participation rate | 31.2% | 78.3%-47.1pp | 78.6%-47.4pp | 72.0%-40.8pp |
| Annual return | 25.78% | 17.93%+7.8pp | 69.97%-44.2pp | 34.26%-8.5pp |
| Employer contribution / active EE | $1,320 | $2,970-55.6% | $4,343-69.6% | $3,037-56.5% |
| Participant deferral / active EE | $2,602 | $5,010-48.1% | $6,033-56.9% | $5,090-48.9% |
| Admin fee / account holder | $90 | $1,982-95.4% | $12,689-99.3% | $269-66.4% |