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 | $59,017 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $36,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,008 |
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 | $18,131 | $92,971-80.5% | $96,683-81.2% | $74,419-75.6% |
| Participation rate | 88.1% | 71.5%+16.6pp | 74.3%+13.8pp | 70.7%+17.4pp |
| Annual return | 16.62% | 37.49%-20.9pp | 35.69%-19.1pp | 34.38%-17.8pp |
| Employer contribution / active EE | $488 | $3,426-85.8% | $3,737-86.9% | $2,637-81.5% |
| Participant deferral / active EE | $2,970 | $3,970-25.2% | $4,878-39.1% | $4,528-34.4% |
| Admin fee / account holder | $116 | $633-81.7% | $6,730-98.3% | $348-66.6% |