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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,266 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $711 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,523 | $57,016-37.7% | $84,966-58.2% | $80,856-56.1% |
| Participation rate | 40.9% | 56.3%-15.4pp | 67.5%-26.6pp | 67.6%-26.7pp |
| Annual return | 9.56% | 21.66%-12.1pp | 66.38%-56.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,198 | $1,798-33.4% | $2,727-56.1% | $2,755-56.5% |
| Participant deferral / active EE | $3,670 | $3,110+18.0% | $4,519-18.8% | $4,296-14.6% |
| Admin fee / account holder | $126 | $4,980-97.5% | $6,149-98.0% | $6,918-98.2% |