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 3-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 | $907 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $572 |
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 | $15,169 | $73,004-79.2% | $90,749-83.3% | $68,494-77.9% |
| Participation rate | 84.5% | 70.8%+13.7pp | 75.7%+8.8pp | 67.9%+16.6pp |
| Annual return | -14.32% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,604 | $2,193-26.8% | $2,921-45.1% | $2,596-38.2% |
| Participant deferral / active EE | $1,873 | $3,627-48.4% | $4,564-59.0% | $4,027-53.5% |
| Admin fee / account holder | $14 | $5,896-99.8% | $8,445-99.8% | $5,403-99.7% |