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 | $15,938 |
SHERIDAN ROAD ADVISORS LLC4 years Service code 27 707 SKOKIE BLVD STE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $10,906 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,267 |
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 | $17,992 | $37,393-51.9% | $77,024-76.6% | $66,914-73.1% |
| Participation rate | 41.4% | 52.9%-11.5pp | 67.9%-26.5pp | 69.8%-28.4pp |
| Annual return | -14.71% | -3.29%-11.4pp | 42.32%-57.0pp | 1.58%-16.3pp |
| Employer contribution / active EE | $835 | $1,531-45.5% | $2,812-70.3% | $2,544-67.2% |
| Participant deferral / active EE | $2,025 | $2,617-22.6% | $4,426-54.3% | $4,237-52.2% |
| Admin fee / account holder | $180 | $567-68.3% | $5,425-96.7% | $593-69.7% |