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 | $96,665 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,896 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVE. · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,946 | $99,078+34.2% | $96,544+37.7% | $74,419+78.6% |
| Participation rate | 98.7% | 80.7%+18.0pp | 76.0%+22.7pp | 70.7%+27.9pp |
| Annual return | 18.42% | 22.48%-4.1pp | 25.84%-7.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,090 | $2,570+20.2% | $2,965+4.2% | $2,637+17.1% |
| Participant deferral / active EE | $13,130 | $4,933+166.2% | $4,851+170.7% | $4,528+190.0% |
| Admin fee / account holder | $254 | $225+13.2% | $8,252-96.9% | $348-26.9% |