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 | $12,576 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $11,302 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,574 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,774 | $55,415-33.6% | $155,509-76.4% | $74,495-50.6% |
| Participation rate | 70.7% | 61.9%+8.8pp | 78.2%-7.5pp | 67.2%+3.5pp |
| Annual return | 13.98% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,492 | $2,267-34.2% | $4,672-68.1% | $2,623-43.1% |
| Participant deferral / active EE | $1,527 | $2,836-46.2% | $5,626-72.9% | $4,346-64.9% |
| Admin fee / account holder | $132 | $1,738-92.4% | $15,912-99.2% | $1,942-93.2% |