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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,112 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,383 | $48,750-19.2% | $88,946-55.7% | $74,304-47.0% |
| Participation rate | 28.0% | 44.5%-16.4pp | 68.8%-40.8pp | 60.3%-32.3pp |
| Annual return | 11.03% | 25.91%-14.9pp | 57.82%-46.8pp | 29.43%-18.4pp |
| Employer contribution / active EE | $675 | $1,255-46.2% | $2,555-73.6% | $2,241-69.9% |
| Participant deferral / active EE | $1,195 | $2,423-50.7% | $4,581-73.9% | $3,767-68.3% |
| Admin fee / account holder | $56 | $3,756-98.5% | $8,261-99.3% | $2,969-98.1% |