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 | $181,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,393 |
Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 303093596 | Advisory (Plan) | $19,999 |
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 | $57,251 | $103,482-44.7% | $121,098-52.7% | $103,482-44.7% |
| Participation rate | 22.0% | 73.3%-51.3pp | 69.5%-47.5pp | 73.3%-51.3pp |
| Annual return | 18.06% | 33.11%-15.0pp | 985.75%-967.7pp | 33.11%-15.0pp |
| Employer contribution / active EE | $711 | $3,208-77.8% | $4,164-82.9% | $3,208-77.8% |
| Participant deferral / active EE | $936 | $5,207-82.0% | $4,080-77.0% | $5,207-82.0% |
| Admin fee / account holder | $62 | $114-46.0% | $5,644-98.9% | $114-46.0% |