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 4-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 | $98 |
DA DAVIDSON & CO1+ years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $86 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32 |
Service code 99 12 GILL ST STE 2600 · WOBURN, MA 01801 | Other Fees | $4 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,770 | $49,451-92.4% | $79,550-95.3% | $66,914-94.4% |
| Participation rate | 81.4% | 61.3%+20.1pp | 69.5%+11.9pp | 69.8%+11.6pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.16%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $360 | $1,266-71.5% | $2,413-85.1% | $2,544-85.8% |
| Participant deferral / active EE | $3,078 | $3,159-2.6% | $3,985-22.8% | $4,237-27.4% |
| Admin fee / account holder | $2 | $595-99.6% | $6,832-100.0% | $593-99.6% |