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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,299 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,231 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $2,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,834 | $106,236-82.3% | $112,228-83.2% | $64,808-70.9% |
| Participation rate | 89.5% | 71.7%+17.8pp | 75.1%+14.4pp | 71.5%+18.0pp |
| Annual return | -17.32% | -6.02%-11.3pp | 27.45%-44.8pp | 32.82%-50.1pp |
| Employer contribution / active EE | $402 | $3,166-87.3% | $3,635-88.9% | $2,506-83.9% |
| Participant deferral / active EE | $2,668 | $3,785-29.5% | $4,728-43.6% | $4,310-38.1% |
| Admin fee / account holder | $139 | $452-69.1% | $6,410-97.8% | $188-25.7% |