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 3-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 Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,097 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 2301 ROSECRANS AVE. #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $4,397 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $2,098 |
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 | $6,236 | $59,417-89.5% | $93,606-93.3% | $74,495-91.6% |
| Participation rate | 83.6% | 59.7%+24.0pp | 68.7%+14.9pp | 67.2%+16.4pp |
| Annual return | 17.19% | 81.83%-64.6pp | 133.20%-116.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,165 | $1,264-7.8% | $2,420-51.9% | $2,623-55.6% |
| Participant deferral / active EE | $2,062 | $3,050-32.4% | $4,411-53.3% | $4,346-52.6% |
| Admin fee / account holder | $86 | $3,021-97.1% | $8,285-99.0% | $1,942-95.6% |