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 | $39,686 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,287 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,987 | $89,588+37.3% | $136,007-9.6% | $77,671+58.3% |
| Participation rate | 88.8% | 74.3%+14.5pp | 76.5%+12.4pp | 70.6%+18.3pp |
| Annual return | 16.26% | 17.42%-1.2pp | 579.32%-563.1pp | 31.21%-14.9pp |
| Employer contribution / active EE | $6,500 | $3,491+86.2% | $4,215+54.2% | $2,726+138.4% |
| Participant deferral / active EE | $9,495 | $5,591+69.8% | $7,024+35.2% | $4,648+104.3% |
| Admin fee / account holder | $78 | $539-85.4% | $6,858-98.9% | $430-81.8% |