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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96,722 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $43,808 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $30,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,641 | $81,908+70.5% | $90,749+53.9% | $64,808+115.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -15.43% | -12.53%-2.9pp | -12.16%-3.3pp | 32.82%-48.3pp |
| Employer contribution / active EE | $5,501 | $3,065+79.5% | $2,921+88.3% | $2,506+119.5% |
| Participant deferral / active EE | $8,661 | $4,840+78.9% | $4,564+89.8% | $4,310+100.9% |
| Admin fee / account holder | $230 | $157+46.1% | $8,445-97.3% | $188+22.2% |