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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,806 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $6,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,968 |
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 | $19,375 | $80,968-76.1% | $96,544-79.9% | $75,163-74.2% |
| Participation rate | 90.5% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.3pp |
| Annual return | 16.29% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,078 | $2,282-8.9% | $2,965-29.9% | $2,670-22.2% |
| Participant deferral / active EE | $2,645 | $3,928-32.7% | $4,851-45.5% | $4,125-35.9% |
| Admin fee / account holder | $148 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |