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 | $26,546 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,621 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $426 |
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 | $15,467 | $53,053-70.8% | $126,539-87.8% | $74,304-79.2% |
| Participation rate | 79.0% | 48.0%+31.0pp | 69.8%+9.2pp | 60.3%+18.7pp |
| Annual return | 16.83% | 29.46%-12.6pp | 425.95%-409.1pp | 29.43%-12.6pp |
| Employer contribution / active EE | $66 | $1,168-94.3% | $3,674-98.2% | $2,241-97.0% |
| Participant deferral / active EE | $2,528 | $2,303+9.8% | $4,083-38.1% | $3,767-32.9% |
| Admin fee / account holder | $191 | $3,698-94.8% | $6,065-96.9% | $2,969-93.6% |