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 | $26,748 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,054 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,389 |
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 | $41,624 | $89,436-53.5% | $164,813-74.7% | $77,643-46.4% |
| Participation rate | 84.9% | 78.6%+6.3pp | 78.6%+6.3pp | 70.6%+14.3pp |
| Annual return | 14.11% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $947 | $2,569-63.1% | $4,341-78.2% | $2,726-65.2% |
| Participant deferral / active EE | $3,018 | $4,897-38.4% | $6,031-50.0% | $4,647-35.1% |
| Admin fee / account holder | $137 | $339-59.7% | $12,690-98.9% | $430-68.2% |