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 · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,177 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $6,382 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,284 | $65,435-9.4% | $86,677-31.6% | $66,914-11.4% |
| Participation rate | 65.7% | 75.5%-9.8pp | 76.6%-10.9pp | 69.8%-4.1pp |
| Annual return | -13.09% | -10.89%-2.2pp | 35.91%-49.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,032 | $2,153-52.1% | $2,836-63.6% | $2,544-59.4% |
| Participant deferral / active EE | $2,370 | $4,100-42.2% | $4,656-49.1% | $4,237-44.1% |
| Admin fee / account holder | $142 | $642-77.9% | $7,493-98.1% | $593-76.1% |