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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,644 |
MIRACLE MILE ADVISORS LLC3 years Service code 27 11300 OLYMPIC BLVD UNIT 800 · LOS ANGELES, CA 90064 | Advisory (Plan) | $22,561 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,395 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,067 | $54,193-70.4% | $93,606-82.8% | $77,643-79.3% |
| Participation rate | 81.6% | 63.9%+17.6pp | 68.7%+12.9pp | 70.6%+11.0pp |
| Annual return | 13.12% | 30.54%-17.4pp | 133.20%-120.1pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,818 | $3,144-10.4% | $4,411-36.1% | $4,647-39.4% |
| Admin fee / account holder | $162 | $576-71.9% | $8,285-98.1% | $430-62.5% |