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 | $45,154 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $224 |
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 | $55,525 | $60,323-8.0% | $81,812-32.1% | $74,495-25.5% |
| Participation rate | 57.9% | 62.9%-4.9pp | 72.3%-14.4pp | 67.2%-9.3pp |
| Annual return | 14.57% | 16.90%-2.3pp | 773.79%-759.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $822 | $2,620-68.6% | $2,912-71.8% | $2,623-68.7% |
| Participant deferral / active EE | $1,716 | $3,387-49.3% | $4,319-60.3% | $4,346-60.5% |
| Admin fee / account holder | $256 | $1,486-82.7% | $7,386-96.5% | $1,942-86.8% |