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 9-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 | $24,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41 |
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 | $35,975 | $78,483-54.2% | $106,201-66.1% | $74,546-51.7% |
| Participation rate | 53.7% | 72.8%-19.1pp | 75.3%-21.6pp | 67.2%-13.5pp |
| Annual return | 19.58% | 15.94%+3.6pp | 116.26%-96.7pp | 1366.03%-1346.5pp |
| Employer contribution / active EE | $1,106 | $2,522-56.1% | $3,170-65.1% | $2,624-57.9% |
| Participant deferral / active EE | $2,043 | $4,320-52.7% | $5,012-59.2% | $4,347-53.0% |
| Admin fee / account holder | $132 | $2,236-94.1% | $11,039-98.8% | $1,944-93.2% |