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 4-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 | $5,380 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $1,170 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $294 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,876 | $102,553-85.5% | $151,611-90.2% | $66,914-77.8% |
| Participation rate | 88.0% | 85.5%+2.5pp | 87.5%+0.5pp | 69.8%+18.2pp |
| Annual return | 33.92% | -10.82%+44.7pp | 3.33%+30.6pp | 1.58%+32.3pp |
| Employer contribution / active EE | $2,559 | $4,180-38.8% | $6,166-58.5% | $2,544+0.6% |
| Participant deferral / active EE | $5,893 | $6,641-11.3% | $8,363-29.5% | $4,237+39.1% |
| Admin fee / account holder | $48 | $630-92.4% | $11,616-99.6% | $593-91.9% |