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 | $48,668 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,931 |
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 | $17,577 | $54,193-67.6% | $93,606-81.2% | $77,643-77.4% |
| Participation rate | 92.7% | 63.9%+28.7pp | 68.7%+23.9pp | 70.6%+22.1pp |
| Annual return | 16.70% | 30.54%-13.8pp | 133.20%-116.5pp | 31.24%-14.5pp |
| Employer contribution / active EE | $380 | $1,168-67.4% | $2,420-84.3% | $2,726-86.0% |
| Participant deferral / active EE | $3,009 | $3,144-4.3% | $4,411-31.8% | $4,647-35.2% |
| Admin fee / account holder | $76 | $576-86.8% | $8,285-99.1% | $430-82.4% |