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 | $88,360-46.9% | $145,433-67.7% | $67,986-30.9% |
| Participation rate | 62.0% | 65.5%-3.5pp | 82.1%-20.2pp | 57.2%+4.7pp |
| Annual return | 24.39% | 63.15%-38.8pp | 66.58%-42.2pp | 31.67%-7.3pp |
| Employer contribution / active EE | $1,554 | $3,054-49.1% | $4,554-65.9% | $2,019-23.0% |
| Participant deferral / active EE | $6,487 | $5,932+9.4% | $7,897-17.9% | $3,358+93.2% |
| Admin fee / account holder | $280 | $3,313-91.6% | $13,129-97.9% | $3,203-91.3% |