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 4-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 | $25,905 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $7,957 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $637 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,155 | $55,415-58.2% | $155,509-85.1% | $74,495-68.9% |
| Participation rate | 60.7% | 61.9%-1.2pp | 78.2%-17.4pp | 67.2%-6.5pp |
| Annual return | 12.59% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,095 | $2,267-51.7% | $4,672-76.6% | $2,623-58.3% |
| Participant deferral / active EE | $1,458 | $2,836-48.6% | $5,626-74.1% | $4,346-66.4% |
| Admin fee / account holder | $188 | $1,738-89.2% | $15,912-98.8% | $1,942-90.3% |