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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,717 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,007 | $125,758+22.5% | $169,993-9.4% | $75,163+104.9% |
| Participation rate | 83.6% | 83.6%0pp | 87.0%-3.4pp | 67.2%+16.4pp |
| Annual return | 14.60% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $7,571 | $4,615+64.1% | $6,785+11.6% | $2,670+183.6% |
| Participant deferral / active EE | $6,842 | $6,837+0.1% | $10,408-34.3% | $4,125+65.9% |
| Admin fee / account holder | $29 | $8,173-99.6% | $12,815-99.8% | $5,651-99.5% |