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 | $23,209 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,303 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,085 |
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 | $34,178 | $91,372-62.6% | $129,995-73.7% | $74,419-54.1% |
| Participation rate | 88.1% | 77.8%+10.3pp | 78.5%+9.6pp | 70.7%+17.4pp |
| Annual return | 18.17% | 23.21%-5.0pp | -137.18%+155.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $810 | $2,563-68.4% | $4,320-81.2% | $2,637-69.3% |
| Participant deferral / active EE | $2,920 | $4,721-38.1% | $5,820-49.8% | $4,528-35.5% |
| Admin fee / account holder | $109 | $283-61.5% | $10,614-99.0% | $348-68.7% |