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 | $50,487 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $30,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,437 | $47,126-48.1% | $149,673-83.7% | $74,419-67.2% |
| Participation rate | 98.4% | 63.4%+35.0pp | 78.8%+19.6pp | 70.7%+27.7pp |
| Annual return | 15.50% | 22.75%-7.3pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,357 | $1,905-28.8% | $4,818-71.8% | $2,637-48.6% |
| Participant deferral / active EE | $2,752 | $2,728+0.9% | $5,680-51.6% | $4,528-39.2% |
| Admin fee / account holder | $153 | $343-55.4% | $13,210-98.8% | $348-56.1% |