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 4-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 | $15,118 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $7,652 |
Service code 99 3032 E COMMERCIAL BLVD #110 · FT LAUDERDALE, FL 33308 | Other Fees | $1,675 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $228 |
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 | $13,550 | $79,171-82.9% | $102,423-86.8% | $74,495-81.8% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 28.88% | 54.93%-26.1pp | 29.32%-0.4pp | 1364.94%-1336.1pp |
| Employer contribution / active EE | $2,254 | $2,362-4.6% | $3,023-25.4% | $2,623-14.1% |
| Participant deferral / active EE | $3,965 | $4,415-10.2% | $5,053-21.5% | $4,346-8.8% |
| Admin fee / account holder | $105 | $2,001-94.8% | $9,451-98.9% | $1,942-94.6% |