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 |
|---|---|---|
Service code 55 · EIN 26-4310844 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Commissions | $8,936 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,202 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,697 | $65,435-36.3% | $86,677-51.9% | $66,914-37.7% |
| Participation rate | 96.6% | 75.5%+21.1pp | 76.6%+20.0pp | 69.8%+26.8pp |
| Annual return | -13.51% | -10.89%-2.6pp | 35.91%-49.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $904 | $2,153-58.0% | $2,836-68.1% | $2,544-64.5% |
| Participant deferral / active EE | $3,107 | $4,100-24.2% | $4,656-33.3% | $4,237-26.7% |
| Admin fee / account holder | $14 | $642-97.8% | $7,493-99.8% | $593-97.6% |