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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,859 |
Filed as: NYLIFE SECURITIES LLC Service code 55 51 MADISON AVE RM 251 · NEW YORK, NY 100101603 | Other Commissions | $44,946 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,062 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,855 | $42,353+10.6% | $79,550-41.1% | $64,808-27.7% |
| Participation rate | 76.0% | 64.8%+11.2pp | 69.5%+6.5pp | 71.5%+4.5pp |
| Annual return | -16.04% | -12.24%-3.8pp | 0.16%-16.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,808 | $3,170+83.2% | $3,985+45.7% | $4,310+34.7% |
| Admin fee / account holder | $291 | $160+82.5% | $6,832-95.7% | $188+55.1% |