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 | $82,195 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $59,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,375 | $110,483-0.1% | $145,433-24.1% | $79,634+38.6% |
| Participation rate | 92.2% | 71.1%+21.1pp | 82.1%+10.1pp | 62.5%+29.8pp |
| Annual return | 17.52% | 24.62%-7.1pp | 66.58%-49.1pp | 36.46%-18.9pp |
| Employer contribution / active EE | $3,445 | $4,053-15.0% | $4,554-24.4% | $2,529+36.2% |
| Participant deferral / active EE | $11,522 | $7,216+59.7% | $7,897+45.9% | $3,835+200.5% |
| Admin fee / account holder | $208 | $680-69.5% | $13,129-98.4% | $1,002-79.3% |