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 | $22,387 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $409 |
Participant 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 | $11,281 | $73,867-84.7% | $143,757-92.2% | $68,494-83.5% |
| Participation rate | 90.8% | 66.7%+24.1pp | 80.3%+10.5pp | 67.9%+22.9pp |
| Annual return | -12.40% | 1.01%-13.4pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,113 | $3,184-33.6% | $4,951-57.3% | $2,596-18.6% |
| Participant deferral / active EE | $922 | $3,384-72.8% | $5,637-83.6% | $4,027-77.1% |
| Admin fee / account holder | $87 | $5,755-98.5% | $14,673-99.4% | $5,403-98.4% |