Filed April 29, 2024
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 | $26,068 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,919 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,056 |
Annual investment return 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 | $22,291 | $61,272-63.6% | $149,673-85.1% | $71,457-68.8% |
| Participation rate | 96.5% | 62.5%+34.0pp | 78.8%+17.7pp | 67.9%+28.6pp |
| Annual return | 10.05% | 35.85%-25.8pp | 134.42%-124.4pp | 28.85%-18.8pp |
| Employer contribution / active EE | $1,555 | $2,378-34.6% | $4,818-67.7% | $2,588-39.9% |
| Participant deferral / active EE | $2,215 | $2,917-24.1% | $5,680-61.0% | $4,289-48.4% |
| Admin fee / account holder | $164 | $1,261-87.0% | $13,210-98.8% | $1,587-89.7% |