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 | $12,683 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,003 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $2,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,840 | $73,360-53.9% | $177,989-81.0% | $74,495-54.6% |
| Participation rate | 34.6% | 66.6%-32.0pp | 77.1%-42.5pp | 67.2%-32.6pp |
| Annual return | 12.81% | 17.49%-4.7pp | 294.48%-281.7pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $354 | $2,216-84.0% | $3,949-91.0% | $2,623-86.5% |
| Participant deferral / active EE | $1,747 | $4,513-61.3% | $6,276-72.2% | $4,346-59.8% |
| Admin fee / account holder | $147 | $1,808-91.9% | $10,363-98.6% | $1,942-92.4% |