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 | $4,807 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $3,996 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $61,939 | $76,050-18.6% | $96,544-35.8% | $71,457-13.3% |
| Participation rate | 93.1% | 74.4%+18.7pp | 76.0%+17.1pp | 67.9%+25.2pp |
| Annual return | 15.58% | 22.81%-7.2pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $545 | $2,244-75.7% | $2,965-81.6% | $2,588-78.9% |
| Participant deferral / active EE | $4,607 | $4,215+9.3% | $4,851-5.0% | $4,289+7.4% |
| Admin fee / account holder | $37 | $2,707-98.6% | $8,252-99.5% | $1,587-97.6% |