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 | $37,919 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $30,404 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,741 |
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 | $39,943 | $108,719-63.3% | $101,326-60.6% | $85,563-53.3% |
| Participation rate | 79.4% | 80.9%-1.5pp | 81.5%-2.1pp | 66.0%+13.4pp |
| Annual return | 21.27% | 20.95%+0.3pp | 36.82%-15.5pp | 31.51%-10.2pp |
| Employer contribution / active EE | $2,727 | $3,114-12.4% | $3,665-25.6% | $2,654+2.8% |
| Participant deferral / active EE | $4,552 | $8,545-46.7% | $7,994-43.1% | $4,375+4.0% |
| Admin fee / account holder | $247 | $685-63.9% | $11,185-97.8% | $834-70.4% |