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 | $54,170 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 · EIN 51-0116113 | Other Commissions | $17,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
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 | $42,979 | $61,272-29.9% | $149,673-71.3% | $71,457-39.9% |
| Participation rate | 97.5% | 62.5%+35.0pp | 78.8%+18.8pp | 67.9%+29.6pp |
| Annual return | 9.79% | 35.85%-26.1pp | 134.42%-124.6pp | 28.85%-19.1pp |
| Employer contribution / active EE | $1,360 | $2,378-42.8% | $4,818-71.8% | $2,588-47.4% |
| Participant deferral / active EE | $2,694 | $2,917-7.7% | $5,680-52.6% | $4,289-37.2% |
| Admin fee / account holder | $166 | $1,261-86.8% | $13,210-98.7% | $1,587-89.5% |