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 | $77,063 |
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 | $19,013 |
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 | $47,065 | $117,025-59.8% | $91,541-48.6% | $85,563-45.0% |
| Participation rate | 48.1% | 64.2%-16.2pp | 69.8%-21.7pp | 66.0%-17.9pp |
| Annual return | 16.49% | 18.02%-1.5pp | 20.50%-4.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,755 | $2,120-17.2% | $2,505-29.9% | $2,654-33.9% |
| Participant deferral / active EE | $2,569 | $3,446-25.5% | $4,008-35.9% | $4,375-41.3% |
| Admin fee / account holder | $201 | $1,242-83.8% | $6,956-97.1% | $834-75.9% |