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 | $890 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,637 | $86,655-20.8% | $119,609-42.6% | $66,914+2.6% |
| Participation rate | 84.2% | 75.6%+8.6pp | 79.3%+4.9pp | 69.8%+14.4pp |
| Annual return | -19.49% | -8.00%-11.5pp | -14.97%-4.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $1,958 | $2,536-22.8% | $4,232-53.7% | $2,544-23.0% |
| Participant deferral / active EE | $3,504 | $4,358-19.6% | $5,602-37.5% | $4,237-17.3% |
| Admin fee / account holder | $9 | $755-98.8% | $10,323-99.9% | $593-98.5% |