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 · EIN 84-0467907 | Recordkeeping Fees | $228,447 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $44,018 |
Filed as: INVESTMENT RESEARCH & ADVISORY Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 303093596 | Advisory (Plan) | $20,000 |
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 | $76,949 | $99,062-22.3% | $129,207-40.4% | $99,062-22.3% |
| Participation rate | 24.5% | 71.6%-47.1pp | 69.6%-45.1pp | 71.6%-47.1pp |
| Annual return | 15.80% | 17.66%-1.9pp | 9417.33%-9401.5pp | 17.66%-1.9pp |
| Employer contribution / active EE | $831 | $3,262-74.5% | $4,153-80.0% | $3,262-74.5% |
| Participant deferral / active EE | $1,109 | $5,331-79.2% | $4,168-73.4% | $5,331-79.2% |
| Admin fee / account holder | $105 | $109-4.0% | $7,715-98.6% | $109-4.0% |