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 RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,678 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,570 | $63,156-64.3% | $122,332-81.6% | $62,292-63.8% |
| Participation rate | 42.2% | 60.0%-17.9pp | 71.6%-29.5pp | 69.5%-27.4pp |
| Annual return | 16.47% | 20.61%-4.1pp | 30.27%-13.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $307 | $1,385-77.8% | $4,050-92.4% | $2,042-85.0% |
| Participant deferral / active EE | $1,183 | $2,321-49.0% | $3,287-64.0% | $3,169-62.7% |
| Admin fee / account holder | $28 | $440-93.6% | $5,478-99.5% | $479-94.2% |