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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,661 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,167 | $65,376-4.9% | $87,100-28.6% | $65,185-4.6% |
| Participation rate | 64.2% | 75.3%-11.1pp | 76.9%-12.7pp | 70.2%-6.0pp |
| Annual return | 2.22% | 31.27%-29.1pp | 28.19%-26.0pp | 29.38%-27.2pp |
| Employer contribution / active EE | $959 | $1,822-47.4% | $2,521-62.0% | $2,177-55.9% |
| Participant deferral / active EE | $2,251 | $3,388-33.6% | $4,049-44.4% | $3,514-35.9% |
| Admin fee / account holder | $71 | $520-86.4% | $7,497-99.1% | $847-91.6% |