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 | $89,291 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,076 |
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 | $19,244 | $56,767-66.1% | $101,794-81.1% | $85,563-77.5% |
| Participation rate | 89.1% | 57.6%+31.6pp | 69.2%+20.0pp | 66.0%+23.2pp |
| Annual return | 18.43% | 17.76%+0.7pp | 30.53%-12.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $503 | $1,112-54.8% | $2,289-78.0% | $2,654-81.1% |
| Participant deferral / active EE | $2,916 | $2,720+7.2% | $4,084-28.6% | $4,375-33.3% |
| Admin fee / account holder | $102 | $1,098-90.7% | $8,777-98.8% | $834-87.8% |