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 |
|---|---|---|
Service code 27 1122 MERIDIAN AVE · SAN JOSE, CA 95125 | Advisory (Plan) | $19,259 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,406 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,779 | $80,724+10.0% | $103,333-14.1% | $74,495+19.2% |
| Participation rate | 41.5% | 65.7%-24.2pp | 74.5%-33.0pp | 67.2%-25.7pp |
| Annual return | 18.11% | 27.56%-9.5pp | 24.88%-6.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,530 | $3,157-51.5% | $3,868-60.5% | $2,623-41.7% |
| Participant deferral / active EE | $3,180 | $3,860-17.6% | $5,057-37.1% | $4,346-26.8% |
| Admin fee / account holder | $203 | $2,368-91.4% | $8,355-97.6% | $1,942-89.6% |