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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $89,034 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $21,436 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $160 |
Annual investment return 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 | $148,875 | $72,254+106.0% | $86,677+71.8% | $64,808+129.7% |
| Participation rate | 93.5% | 80.4%+13.1pp | 76.6%+17.0pp | 71.5%+22.1pp |
| Annual return | -17.36% | 392.42%-409.8pp | 35.91%-53.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $7,065 | $2,393+195.3% | $2,836+149.1% | $2,506+182.0% |
| Participant deferral / active EE | $12,071 | $4,658+159.2% | $4,656+159.3% | $4,310+180.1% |
| Admin fee / account holder | $128 | $174-26.4% | $7,493-98.3% | $188-31.8% |