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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,412 |
Filed as: HOFFMAN SHORT RUBIN DEWINTER SANDER Service code 10 1037 PARK VIEW DR · COVINA, CA 91724 | Accounting | $12,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC DBA MORNINGSTAR ASS Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $3,390 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $76,435 | $88,890-14.0% | $102,423-25.4% | $77,643-1.6% |
| Participation rate | 60.7% | 80.9%-20.2pp | 76.5%-15.8pp | 70.6%-9.8pp |
| Annual return | 11.93% | 24.98%-13.1pp | 29.32%-17.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,655 | $2,698-38.7% | $3,023-45.3% | $2,726-39.3% |
| Participant deferral / active EE | $3,023 | $5,145-41.2% | $5,053-40.2% | $4,647-34.9% |
| Admin fee / account holder | $138 | $235-41.2% | $9,451-98.5% | $430-67.8% |