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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,544 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,236 | $50,982-38.7% | $154,803-79.8% | $85,563-63.5% |
| Participation rate | 74.3% | 59.8%+14.6pp | 78.1%-3.7pp | 66.0%+8.4pp |
| Annual return | 16.48% | 30.35%-13.9pp | 58.88%-42.4pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,229 | $1,708-28.0% | $4,305-71.4% | $2,654-53.7% |
| Participant deferral / active EE | $2,560 | $2,474+3.5% | $5,540-53.8% | $4,375-41.5% |
| Admin fee / account holder | $210 | $846-75.2% | $14,329-98.5% | $834-74.8% |