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 | $24,545 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $5,857 |
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 | $71,883 | $87,870-18.2% | $113,168-36.5% | $74,304-3.3% |
| Participation rate | 60.0% | 70.7%-10.7pp | 76.6%-16.6pp | 60.3%-0.3pp |
| Annual return | 7.17% | 26.44%-19.3pp | 24.27%-17.1pp | 29.43%-22.3pp |
| Employer contribution / active EE | $1,144 | $2,277-49.8% | $2,975-61.5% | $2,241-49.0% |
| Participant deferral / active EE | $2,454 | $4,241-42.1% | $5,107-51.9% | $3,767-34.9% |
| Admin fee / account holder | $183 | $3,368-94.6% | $12,068-98.5% | $2,969-93.8% |