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 | $12,371 |
Service code 27 2792 GATEWAY RD · CARLSBAD, CA 92009 | Advisory (Plan) | $6,280 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $265 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $71 |
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 | $31,846 | $50,815-37.3% | $155,509-79.5% | $77,643-59.0% |
| Participation rate | 32.1% | 63.1%-31.0pp | 78.2%-46.1pp | 70.6%-38.4pp |
| Annual return | 12.57% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $471 | $1,993-76.3% | $4,672-89.9% | $2,726-82.7% |
| Participant deferral / active EE | $1,168 | $2,822-58.6% | $5,626-79.2% | $4,647-74.9% |
| Admin fee / account holder | $83 | $437-81.1% | $15,912-99.5% | $430-80.8% |