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 | $200,807 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,619 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,000 |
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 | $47,683 | $44,897+6.2% | $84,966-43.9% | $199,593-76.1% |
| Participation rate | 45.8% | 45.7%0pp | 67.5%-21.7pp | 72.0%-26.2pp |
| Annual return | 15.19% | 20.96%-5.8pp | 66.38%-51.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $914 | $1,365-33.0% | $2,727-66.5% | $3,034-69.9% |
| Participant deferral / active EE | $2,844 | $2,668+6.6% | $4,519-37.1% | $5,087-44.1% |
| Admin fee / account holder | $100 | $584-82.9% | $6,149-98.4% | $269-62.8% |