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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,848 |
Service code 27 6768 SOUTH 1300 EAST · SALT LAKE CITY, UT 84121 | Advisory (Plan) | $21,973 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $43,997 | $88,982-50.6% | $102,438-57.1% | $77,671-43.4% |
| Participation rate | 46.4% | 80.9%-34.5pp | 76.5%-30.0pp | 70.6%-24.1pp |
| Annual return | 15.06% | 25.01%-10.0pp | 29.37%-14.3pp | 31.21%-16.2pp |
| Employer contribution / active EE | $1,303 | $2,698-51.7% | $3,024-56.9% | $2,726-52.2% |
| Participant deferral / active EE | $1,964 | $5,144-61.8% | $5,054-61.1% | $4,648-57.7% |
| Admin fee / account holder | $231 | $236-1.8% | $9,448-97.6% | $430-46.3% |