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 | $80,074 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,659 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,458 |
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 | $40,648 | $106,028-61.7% | $146,958-72.3% | $77,643-47.6% |
| Participation rate | 55.4% | 78.4%-22.9pp | 82.2%-26.7pp | 70.6%-15.2pp |
| Annual return | 15.62% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $490 | $4,063-87.9% | $4,933-90.1% | $2,726-82.0% |
| Participant deferral / active EE | $3,944 | $7,990-50.6% | $8,070-51.1% | $4,647-15.1% |
| Admin fee / account holder | $163 | $337-51.7% | $12,998-98.7% | $430-62.1% |