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 | $7,675 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $7,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,274 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $0 |
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 | $16,845 | $71,883-76.6% | $86,677-80.6% | $68,494-75.4% |
| Participation rate | 87.0% | 72.2%+14.8pp | 76.6%+10.4pp | 67.9%+19.1pp |
| Annual return | -10.32% | 3.52%-13.8pp | 35.91%-46.2pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,788 | $2,173-17.7% | $2,836-36.9% | $2,596-31.1% |
| Participant deferral / active EE | $2,257 | $3,779-40.3% | $4,656-51.5% | $4,027-43.9% |
| Admin fee / account holder | $139 | $6,112-97.7% | $7,493-98.2% | $5,403-97.4% |