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 | $30,209 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $23,548 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,420 | $59,159-46.9% | $159,960-80.4% | $66,914-53.0% |
| Participation rate | 81.0% | 68.1%+12.9pp | 78.0%+3.0pp | 69.8%+11.2pp |
| Annual return | -10.99% | -12.26%+1.3pp | 408.60%-419.6pp | 1.58%-12.6pp |
| Employer contribution / active EE | $2,030 | $1,983+2.4% | $4,226-52.0% | $2,544-20.2% |
| Participant deferral / active EE | $3,005 | $4,395-31.6% | $6,182-51.4% | $4,237-29.1% |
| Admin fee / account holder | $218 | $591-63.1% | $8,698-97.5% | $593-63.2% |