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 | $52,262 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,626 |
Annual investment return 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 | $19,741 | $53,165-62.9% | $86,188-77.1% | $74,419-73.5% |
| Participation rate | 93.2% | 64.9%+28.3pp | 69.0%+24.2pp | 70.7%+22.4pp |
| Annual return | 13.99% | 22.64%-8.7pp | 1168.45%-1154.5pp | 34.38%-20.4pp |
| Employer contribution / active EE | $490 | $1,210-59.5% | $2,380-79.4% | $2,637-81.4% |
| Participant deferral / active EE | $3,753 | $3,234+16.0% | $3,985-5.8% | $4,528-17.1% |
| Admin fee / account holder | $87 | $551-84.2% | $6,852-98.7% | $348-74.9% |