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 | $31,313 |
FAMILY ASSET MANAGEMENT LLC5 years Service code 99 997 MORRISON DR., SUITE 401 · CHARLESTON, SC 29403 | Other Fees | $15,133 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,060 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,072 | $46,292-80.4% | $143,757-93.7% | $64,808-86.0% |
| Participation rate | 86.8% | 64.2%+22.6pp | 80.3%+6.5pp | 71.5%+15.3pp |
| Annual return | -16.48% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,900 | $2,646-28.2% | $5,637-66.3% | $4,310-55.9% |
| Admin fee / account holder | $150 | $154-2.2% | $14,673-99.0% | $188-19.9% |