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 | $25,705 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $12,954 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,533 | $62,127-7.4% | $81,382-29.3% | $74,495-22.8% |
| Participation rate | 56.1% | 64.0%-8.0pp | 69.5%-13.4pp | 67.2%-11.1pp |
| Annual return | 11.12% | 16.48%-5.4pp | 24.73%-13.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,648 | $1,882-12.4% | $2,463-33.1% | $2,623-37.2% |
| Participant deferral / active EE | $2,782 | $3,229-13.8% | $3,883-28.3% | $4,346-36.0% |
| Admin fee / account holder | $265 | $1,934-86.3% | $5,768-95.4% | $1,942-86.3% |