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 4-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 | $50,494 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $6,063 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $829 |
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 | $46,961 | $100,923-53.5% | $150,045-68.7% | $74,304-36.8% |
| Participation rate | 62.0% | 70.1%-8.1pp | 82.3%-20.4pp | 60.3%+1.6pp |
| Annual return | 24.39% | 51.77%-27.4pp | 62.55%-38.2pp | 29.43%-5.0pp |
| Employer contribution / active EE | $1,554 | $3,463-55.1% | $4,693-66.9% | $2,241-30.7% |
| Participant deferral / active EE | $6,487 | $6,709-3.3% | $7,997-18.9% | $3,767+72.2% |
| Admin fee / account holder | $280 | $2,767-89.9% | $13,435-97.9% | $2,969-90.6% |