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 | $25,333 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $14,494 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $154 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,447 | $56,638-18.0% | $169,368-72.6% | $74,419-37.6% |
| Participation rate | 81.7% | 67.5%+14.2pp | 77.1%+4.6pp | 70.7%+11.0pp |
| Annual return | 13.90% | 24.75%-10.9pp | 405.60%-391.7pp | 34.38%-20.5pp |
| Employer contribution / active EE | $2,426 | $2,027+19.7% | $4,013-39.5% | $2,637-8.0% |
| Participant deferral / active EE | $3,687 | $4,223-12.7% | $6,221-40.7% | $4,528-18.6% |
| Admin fee / account holder | $111 | $307-63.8% | $9,003-98.8% | $348-68.1% |