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 | $97,059 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,373 | $76,173-45.7% | $81,382-49.2% | $199,593-79.3% |
| Participation rate | 48.1% | 76.3%-28.1pp | 69.5%-21.4pp | 72.0%-23.9pp |
| Annual return | 12.25% | 15.59%-3.3pp | 24.73%-12.5pp | 34.25%-22.0pp |
| Employer contribution / active EE | $1,452 | $2,792-48.0% | $2,463-41.1% | $3,034-52.2% |
| Participant deferral / active EE | $2,154 | $4,201-48.7% | $3,883-44.5% | $5,087-57.7% |
| Admin fee / account holder | $216 | $146+47.7% | $5,768-96.3% | $269-19.8% |