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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEENWOOD VILLAGE, CO 80111 | Investment Management | $15,175 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $43,866 | $50,199-12.6% | $70,092-37.4% | $66,914-34.4% |
| Participation rate | 45.9% | 66.3%-20.5pp | 70.5%-24.6pp | 69.8%-23.9pp |
| Annual return | -12.81% | -13.85%+1.0pp | 190.73%-203.5pp | 1.58%-14.4pp |
| Employer contribution / active EE | $549 | $1,864-70.6% | $2,559-78.6% | $2,544-78.4% |
| Participant deferral / active EE | $1,661 | $3,112-46.6% | $3,849-56.9% | $4,237-60.8% |
| Admin fee / account holder | $168 | $600-72.0% | $6,267-97.3% | $593-71.7% |