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 | $7,232 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,052 |
Service code 13 6300 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $3,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,496 | $37,393-74.6% | $77,024-87.7% | $66,914-85.8% |
| Participation rate | 98.2% | 52.9%+45.3pp | 67.9%+30.3pp | 69.8%+28.4pp |
| Annual return | -15.93% | -3.29%-12.6pp | 42.32%-58.2pp | 1.58%-17.5pp |
| Employer contribution / active EE | $48 | $1,531-96.9% | $2,812-98.3% | $2,544-98.1% |
| Participant deferral / active EE | $4,764 | $2,617+82.0% | $4,426+7.6% | $4,237+12.4% |
| Admin fee / account holder | $67 | $567-88.1% | $5,425-98.8% | $593-88.6% |