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 | $35,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,428 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,675 | $50,458-63.0% | $159,960-88.3% | $64,808-71.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.0%+22.0pp | 71.5%+28.5pp |
| Annual return | -16.72% | -13.42%-3.3pp | 408.60%-425.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,012 | $4,004+150.1% | $6,182+61.9% | $4,310+132.3% |
| Admin fee / account holder | $80 | $706-88.6% | $8,698-99.1% | $188-57.2% |