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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,617 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,144 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $29,310 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,753 | $119,446-34.9% | $150,045-48.2% | $85,563-9.1% |
| Participation rate | 44.8% | 75.4%-30.7pp | 82.3%-37.6pp | 66.0%-21.2pp |
| Annual return | 15.71% | 23.72%-8.0pp | 62.55%-46.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $528 | $4,078-87.0% | $4,693-88.7% | $2,654-80.1% |
| Participant deferral / active EE | $4,893 | $7,985-38.7% | $7,997-38.8% | $4,375+11.8% |
| Admin fee / account holder | $259 | $548-52.6% | $13,435-98.1% | $834-68.9% |