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 6-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 | $2,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,983 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $35,683 | $53,345-33.1% | $121,098-70.5% | $74,419-52.1% |
| Participation rate | 23.4% | 60.0%-36.6pp | 69.5%-46.1pp | 70.7%-47.3pp |
| Annual return | -9.55% | 35.15%-44.7pp | 985.75%-995.3pp | 34.38%-43.9pp |
| Employer contribution / active EE | $563 | $1,898-70.4% | $4,164-86.5% | $2,637-78.7% |
| Participant deferral / active EE | $924 | $3,221-71.3% | $4,080-77.4% | $4,528-79.6% |
| Admin fee / account holder | $32 | $382-91.5% | $5,644-99.4% | $348-90.7% |