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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,457 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $23,552 | $42,353-44.4% | $79,550-70.4% | $64,808-63.7% |
| Participation rate | 56.0% | 64.8%-8.8pp | 69.5%-13.5pp | 71.5%-15.5pp |
| Annual return | -13.71% | -12.24%-1.5pp | 0.16%-13.9pp | 32.82%-46.5pp |
| Employer contribution / active EE | $188 | $1,181-84.0% | $2,413-92.2% | $2,506-92.5% |
| Participant deferral / active EE | $2,159 | $3,170-31.9% | $3,985-45.8% | $4,310-49.9% |
| Admin fee / account holder | $63 | $160-60.8% | $6,832-99.1% | $188-66.7% |