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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,975 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,156 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,223 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,010 | $88,890-65.1% | $102,423-69.7% | $77,643-60.1% |
| Participation rate | 89.1% | 80.9%+8.2pp | 76.5%+12.6pp | 70.6%+18.5pp |
| Annual return | 15.98% | 24.98%-9.0pp | 29.32%-13.3pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,621 | $2,698-39.9% | $3,023-46.4% | $2,726-40.5% |
| Participant deferral / active EE | $2,307 | $5,145-55.2% | $5,053-54.3% | $4,647-50.4% |
| Admin fee / account holder | $164 | $235-30.4% | $9,451-98.3% | $430-61.9% |