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 | $116,428 |
Service code 27 21805 FIELD PARKWAY #300 · DEER PARK, IL 60010 | Advisory (Plan) | $42,516 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $35,435 | $31,741+11.6% | $56,411-37.2% | $199,593-82.2% |
| Participation rate | 8.8% | 32.3%-23.6pp | 52.5%-43.7pp | 72.0%-63.2pp |
| Annual return | 12.41% | 14.72%-2.3pp | 1701.33%-1688.9pp | 34.25%-21.8pp |
| Employer contribution / active EE | $139 | $508-72.7% | $1,039-86.7% | $3,034-95.4% |
| Participant deferral / active EE | $255 | $1,184-78.5% | $1,952-86.9% | $5,087-95.0% |
| Admin fee / account holder | $248 | $426-41.9% | $2,829-91.2% | $269-7.9% |