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 8-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 | $29,568 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,341 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,818 | $79,184-59.8% | $102,438-68.9% | $74,546-57.3% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.3pp |
| Annual return | 13.93% | 54.95%-41.0pp | 29.37%-15.4pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $2,884 | $2,362+22.1% | $3,024-4.6% | $2,624+9.9% |
| Participant deferral / active EE | $5,282 | $4,414+19.7% | $5,054+4.5% | $4,347+21.5% |
| Admin fee / account holder | $121 | $2,001-94.0% | $9,448-98.7% | $1,944-93.8% |