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 | $119,446-7.6% | $150,045-26.4% | $85,563+29.0% |
| Participation rate | 92.2% | 75.4%+16.8pp | 82.3%+9.9pp | 66.0%+26.3pp |
| Annual return | 17.52% | 23.72%-6.2pp | 62.55%-45.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $3,445 | $4,078-15.5% | $4,693-26.6% | $2,654+29.8% |
| Participant deferral / active EE | $11,522 | $7,985+44.3% | $7,997+44.1% | $4,375+163.3% |
| Admin fee / account holder | $208 | $548-62.1% | $13,435-98.5% | $834-75.1% |