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 7-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 | $12,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,377 |
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 | $21,000 | $62,624-66.5% | $177,989-88.2% | $77,643-73.0% |
| Participation rate | 91.4% | 66.8%+24.6pp | 77.1%+14.3pp | 70.6%+20.8pp |
| Annual return | 13.17% | 16.16%-3.0pp | 294.48%-281.3pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,140 | $1,909-40.3% | $3,949-71.1% | $2,726-58.2% |
| Participant deferral / active EE | $3,921 | $4,219-7.1% | $6,276-37.5% | $4,647-15.6% |
| Admin fee / account holder | $19 | $386-95.1% | $10,363-99.8% | $430-95.6% |