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 | $18,395 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,856 |
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.
Annual investment return 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 | $61,585 | $76,050-19.0% | $96,544-36.2% | $71,457-13.8% |
| Participation rate | 63.2% | 74.4%-11.2pp | 76.0%-12.7pp | 67.9%-4.7pp |
| Annual return | 9.13% | 22.81%-13.7pp | 25.84%-16.7pp | 28.85%-19.7pp |
| Employer contribution / active EE | $1,048 | $2,244-53.3% | $2,965-64.7% | $2,588-59.5% |
| Participant deferral / active EE | $2,338 | $4,215-44.5% | $4,851-51.8% | $4,289-45.5% |
| Admin fee / account holder | $103 | $2,707-96.2% | $8,252-98.7% | $1,587-93.5% |