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 9-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 | $49,236 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,375 |
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 | $18,297 | $42,353-56.8% | $79,550-77.0% | $64,808-71.8% |
| Participation rate | 94.0% | 64.8%+29.2pp | 69.5%+24.5pp | 71.5%+22.5pp |
| Annual return | -13.33% | -12.24%-1.1pp | 0.16%-13.5pp | 32.82%-46.1pp |
| Employer contribution / active EE | $627 | $1,181-46.9% | $2,413-74.0% | $2,506-75.0% |
| Participant deferral / active EE | $3,833 | $3,170+20.9% | $3,985-3.8% | $4,310-11.1% |
| Admin fee / account holder | $99 | $160-38.0% | $6,832-98.6% | $188-47.3% |