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 6-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 | $11,988 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,372 | $65,435-79.6% | $86,677-84.6% | $66,914-80.0% |
| Participation rate | 72.5% | 75.5%-2.9pp | 76.6%-4.1pp | 69.8%+2.7pp |
| Annual return | -15.86% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,520 | $2,153-29.4% | $2,836-46.4% | $2,544-40.3% |
| Participant deferral / active EE | $2,614 | $4,100-36.3% | $4,656-43.9% | $4,237-38.3% |
| Admin fee / account holder | $110 | $642-82.8% | $7,493-98.5% | $593-81.4% |