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 | $7,372 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $4,478 |
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 | $80,906 | $87,870-7.9% | $113,168-28.5% | $74,304+8.9% |
| Participation rate | 90.6% | 70.7%+19.8pp | 76.6%+14.0pp | 60.3%+30.2pp |
| Annual return | 13.54% | 26.44%-12.9pp | 24.27%-10.7pp | 29.43%-15.9pp |
| Employer contribution / active EE | $590 | $2,277-74.1% | $2,975-80.2% | $2,241-73.7% |
| Participant deferral / active EE | $4,835 | $4,241+14.0% | $5,107-5.3% | $3,767+28.4% |
| Admin fee / account holder | $64 | $3,368-98.1% | $12,068-99.5% | $2,969-97.9% |