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 | $30,198 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $27,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,128 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
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 | $12,686 | $50,820-75.0% | $155,567-91.8% | $77,671-83.7% |
| Participation rate | 85.3% | 63.1%+22.2pp | 78.2%+7.1pp | 70.6%+14.7pp |
| Annual return | 63.21% | 34.85%+28.4pp | 64.74%-1.5pp | 31.21%+32.0pp |
| Employer contribution / active EE | $1,424 | $1,993-28.5% | $4,674-69.5% | $2,726-47.8% |
| Participant deferral / active EE | $3,615 | $2,823+28.0% | $5,628-35.8% | $4,648-22.2% |
| Admin fee / account holder | $75 | $436-82.8% | $15,916-99.5% | $430-82.6% |