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 | $14,977 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,924 | $51,197-10.3% | $82,719-44.5% | $66,914-31.4% |
| Participation rate | 76.3% | 67.8%+8.5pp | 72.6%+3.7pp | 69.8%+6.5pp |
| Annual return | -13.55% | -9.64%-3.9pp | 701.18%-714.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,142 | $2,611-56.3% | $3,009-62.1% | $2,544-55.1% |
| Participant deferral / active EE | $2,112 | $3,458-38.9% | $4,395-51.9% | $4,237-50.2% |
| Admin fee / account holder | $180 | $416-56.7% | $5,329-96.6% | $593-69.7% |