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 9-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 | $11,738 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,926 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $181 |
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 | $13,690 | $52,406-73.9% | $129,207-89.4% | $74,495-81.6% |
| Participation rate | 97.7% | 53.8%+43.9pp | 69.6%+28.1pp | 67.2%+30.5pp |
| Annual return | 14.81% | 15.66%-0.8pp | 9417.33%-9402.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $77 | $1,531-95.0% | $4,153-98.1% | $2,623-97.1% |
| Participant deferral / active EE | $2,788 | $2,794-0.2% | $4,168-33.1% | $4,346-35.8% |
| Admin fee / account holder | $104 | $2,633-96.1% | $7,715-98.7% | $1,942-94.7% |