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 | $90,248 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $8,856 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,542 | $82,202+124.5% | $125,339+47.2% | $64,808+184.8% |
| Participation rate | 98.2% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -15.67% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $6,949 | $3,615+92.2% | $4,814+44.4% | $2,506+177.3% |
| Participant deferral / active EE | $8,777 | $7,175+22.3% | $7,446+17.9% | $4,310+103.6% |
| Admin fee / account holder | $292 | $163+78.8% | $10,010-97.1% | $188+55.5% |