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 10-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 | $34,297 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $21,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,034 | $65,061-43.1% | $143,757-74.2% | $66,914-44.7% |
| Participation rate | 36.0% | 65.2%-29.2pp | 80.3%-44.3pp | 69.8%-33.8pp |
| Annual return | -18.76% | -11.14%-7.6pp | -0.04%-18.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $846 | $2,361-64.2% | $4,951-82.9% | $2,544-66.7% |
| Participant deferral / active EE | $1,543 | $2,919-47.1% | $5,637-72.6% | $4,237-63.6% |
| Admin fee / account holder | $233 | $502-53.6% | $14,673-98.4% | $593-60.8% |