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 | $13,471 |
SAGEPOINT FINANCIAL INC2 years Service code 55 20 EAST THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Other Commissions | $6,414 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,256 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,560 | $47,898-75.9% | $117,472-90.2% | $64,808-82.2% |
| Participation rate | 21.4% | 61.9%-40.5pp | 70.6%-49.2pp | 71.5%-50.1pp |
| Annual return | -18.33% | -15.54%-2.8pp | 29.74%-48.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $438 | $1,774-75.3% | $4,176-89.5% | $2,506-82.5% |
| Participant deferral / active EE | $1,099 | $3,151-65.1% | $4,070-73.0% | $4,310-74.5% |
| Admin fee / account holder | $110 | $132-16.3% | $5,645-98.0% | $188-41.3% |