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 | $11,146 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $8,335 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $559 |
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 | $13,335 | $64,871-79.4% | $129,110-89.7% | $66,914-80.1% |
| Participation rate | 95.4% | 74.0%+21.5pp | 77.3%+18.2pp | 69.8%+25.6pp |
| Annual return | -16.40% | -12.21%-4.2pp | -10.94%-5.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $754 | $3,741-79.9% | $5,052-85.1% | $2,544-70.4% |
| Participant deferral / active EE | $5,952 | $5,090+16.9% | $6,542-9.0% | $4,237+40.5% |
| Admin fee / account holder | $71 | $629-88.7% | $14,302-99.5% | $593-88.0% |