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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,278 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,454 |
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 | $21,319 | $79,944-73.3% | $98,439-78.3% | $75,163-71.6% |
| Participation rate | 88.7% | 70.4%+18.4pp | 75.2%+13.6pp | 67.2%+21.5pp |
| Annual return | 13.04% | 19.75%-6.7pp | 21.16%-8.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,907 | $2,264-15.7% | $3,048-37.4% | $2,670-28.6% |
| Participant deferral / active EE | $2,468 | $3,752-34.2% | $4,738-47.9% | $4,125-40.2% |
| Admin fee / account holder | $97 | $6,840-98.6% | $8,948-98.9% | $5,651-98.3% |