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 | $28,123 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,707 |
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 | $69,459 | $52,450+32.4% | $129,295-46.3% | $74,546-6.8% |
| Participation rate | 59.2% | 53.8%+5.3pp | 69.6%-10.5pp | 67.2%-8.0pp |
| Annual return | 13.76% | 15.65%-1.9pp | 9429.28%-9415.5pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,511 | $1,532-1.4% | $4,157-63.6% | $2,624-42.4% |
| Participant deferral / active EE | $2,994 | $2,797+7.1% | $4,169-28.2% | $4,347-31.1% |
| Admin fee / account holder | $297 | $2,636-88.7% | $7,665-96.1% | $1,944-84.7% |