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 | $20,789 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,838 |
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 | $67,501 | $79,171-14.7% | $102,423-34.1% | $74,495-9.4% |
| Participation rate | 65.6% | 74.8%-9.2pp | 76.5%-10.9pp | 67.2%-1.6pp |
| Annual return | 17.05% | 54.93%-37.9pp | 29.32%-12.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,072 | $2,362-54.6% | $3,023-64.5% | $2,623-59.1% |
| Participant deferral / active EE | $2,545 | $4,415-42.4% | $5,053-49.6% | $4,346-41.4% |
| Admin fee / account holder | $147 | $2,001-92.6% | $9,451-98.4% | $1,942-92.4% |