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 | $6,974 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,274 |
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 | $106,895 | $79,171+35.0% | $102,423+4.4% | $74,495+43.5% |
| Participation rate | 72.4% | 74.8%-2.4pp | 76.5%-4.1pp | 67.2%+5.2pp |
| Annual return | 15.57% | 54.93%-39.4pp | 29.32%-13.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $677 | $2,362-71.3% | $3,023-77.6% | $2,623-74.2% |
| Participant deferral / active EE | $3,794 | $4,415-14.1% | $5,053-24.9% | $4,346-12.7% |
| Admin fee / account holder | $75 | $2,001-96.3% | $9,451-99.2% | $1,942-96.1% |