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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88,502 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,910 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,316 | $72,254+48.5% | $86,677+23.8% | $64,808+65.6% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | -16.14% | 392.42%-408.6pp | 35.91%-52.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,746 | $2,393+14.7% | $2,836-3.2% | $2,506+9.6% |
| Participant deferral / active EE | $10,216 | $4,658+119.3% | $4,656+119.4% | $4,310+137.0% |
| Admin fee / account holder | $237 | $174+36.5% | $7,493-96.8% | $188+26.4% |