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 7-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 | $9,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $576 |
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 | $14,241 | $59,805-76.2% | $79,550-82.1% | $68,494-79.2% |
| Participation rate | 93.0% | 61.1%+31.9pp | 69.5%+23.5pp | 67.9%+25.1pp |
| Annual return | -18.04% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,127 | $1,505+107.8% | $2,413+29.6% | $2,596+20.4% |
| Participant deferral / active EE | $2,949 | $3,024-2.5% | $3,985-26.0% | $4,027-26.8% |
| Admin fee / account holder | $75 | $4,835-98.4% | $6,832-98.9% | $5,403-98.6% |