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 | $22,663 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,542 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,520 | $56,423-10.5% | $77,163-34.5% | $71,457-29.3% |
| Participation rate | 56.4% | 64.3%-7.9pp | 69.6%-13.2pp | 67.9%-11.5pp |
| Annual return | 13.52% | 19.05%-5.5pp | 37.87%-24.3pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,634 | $1,866-12.4% | $2,535-35.6% | $2,588-36.9% |
| Participant deferral / active EE | $2,821 | $3,142-10.2% | $3,833-26.4% | $4,289-34.2% |
| Admin fee / account holder | $236 | $1,429-83.5% | $5,472-95.7% | $1,587-85.2% |