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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $143,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,561 | $48,698-66.0% | $93,606-82.3% | $199,593-91.7% |
| Participation rate | 93.9% | 63.5%+30.4pp | 68.7%+25.2pp | 72.0%+22.0pp |
| Annual return | 12.82% | 15.34%-2.5pp | 133.20%-120.4pp | 34.25%-21.4pp |
| Employer contribution / active EE | $10 | $1,135-99.1% | $2,420-99.6% | $3,034-99.7% |
| Participant deferral / active EE | $3,705 | $2,817+31.5% | $4,411-16.0% | $5,087-27.2% |
| Admin fee / account holder | $63 | $195-67.7% | $8,285-99.2% | $269-76.6% |