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 | $42,993 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $27,353 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,480 | $56,638-33.8% | $169,368-77.9% | $74,419-49.6% |
| Participation rate | 85.3% | 67.5%+17.8pp | 77.1%+8.1pp | 70.7%+14.6pp |
| Annual return | 19.07% | 24.75%-5.7pp | 405.60%-386.5pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,349 | $2,027+15.9% | $4,013-41.5% | $2,637-10.9% |
| Participant deferral / active EE | $3,347 | $4,223-20.7% | $6,221-46.2% | $4,528-26.1% |
| Admin fee / account holder | $263 | $307-14.1% | $9,003-97.1% | $348-24.3% |