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 | $39,247 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,540 | $58,264-13.3% | $86,612-41.6% | $71,457-29.3% |
| Participation rate | 65.0% | 65.0%0pp | 71.7%-6.7pp | 67.9%-2.9pp |
| Annual return | 15.76% | 21.63%-5.9pp | 591.07%-575.3pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,119 | $2,574-56.5% | $3,022-63.0% | $2,588-56.8% |
| Participant deferral / active EE | $2,116 | $3,436-38.4% | $4,438-52.3% | $4,289-50.7% |
| Admin fee / account holder | $221 | $1,057-79.1% | $5,614-96.1% | $1,587-86.1% |