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 4-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 | $83,096 |
JOHNSON WEALTH INC2 years Service code 27 555 MAIN ST STE 460 · RACINE, WI 53403 | Advisory (Plan) | $29,784 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,481 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $120 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,616 | $145,877-63.2% | $150,045-64.3% | $102,872-47.9% |
| Participation rate | 74.2% | 79.8%-5.6pp | 82.3%-8.1pp | 73.0%+1.2pp |
| Annual return | 34.99% | 21.37%+13.6pp | 62.55%-27.6pp | 19.06%+15.9pp |
| Employer contribution / active EE | $2,066 | $4,710-56.1% | $4,693-56.0% | $3,526-41.4% |
| Participant deferral / active EE | $4,815 | $9,491-49.3% | $7,997-39.8% | $5,535-13.0% |
| Admin fee / account holder | $94 | $176-46.4% | $13,435-99.3% | $292-67.7% |