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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,730 |
DEFINITI LLC1 year Service code 13 KEISLER DR STE 102 · CARY, NC 27518 | Contract Administrator | $11,735 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $288 |
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 | $16,147 | $50,982-68.3% | $154,803-89.6% | $85,563-81.1% |
| Participation rate | 74.7% | 59.8%+14.9pp | 78.1%-3.3pp | 66.0%+8.8pp |
| Annual return | 39.55% | 30.35%+9.2pp | 58.88%-19.3pp | 31.51%+8.0pp |
| Employer contribution / active EE | $2,126 | $1,708+24.4% | $4,305-50.6% | $2,654-19.9% |
| Participant deferral / active EE | $3,102 | $2,474+25.4% | $5,540-44.0% | $4,375-29.1% |
| Admin fee / account holder | $39 | $846-95.4% | $14,329-99.7% | $834-95.4% |