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 | $29,227 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,816 | $84,784-10.6% | $98,439-23.0% | $74,419+1.9% |
| Participation rate | 9.8% | 81.5%-71.7pp | 75.2%-65.3pp | 70.7%-60.9pp |
| Annual return | 18.25% | 20.59%-2.3pp | 21.16%-2.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,343 | $3,364+29.1% | $3,048+42.5% | $2,637+64.7% |
| Participant deferral / active EE | $5,320 | $5,218+2.0% | $4,738+12.3% | $4,528+17.5% |
| Admin fee / account holder | $107 | $204-47.9% | $8,948-98.8% | $348-69.4% |