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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,506 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $19,112 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,835 |
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 | $29,550 | $71,142-58.5% | $119,609-75.3% | $64,808-54.4% |
| Participation rate | 86.3% | 78.6%+7.7pp | 79.3%+7.1pp | 71.5%+14.8pp |
| Annual return | -16.71% | -10.01%-6.7pp | -14.97%-1.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $694 | $2,497-72.2% | $4,232-83.6% | $2,506-72.3% |
| Participant deferral / active EE | $2,867 | $4,490-36.1% | $5,602-48.8% | $4,310-33.5% |
| Admin fee / account holder | $139 | $162-14.6% | $10,323-98.7% | $188-26.2% |