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 · EIN 84-1532243 | Investment Management | $87,335 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $52,538 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,000 |
Filed as: CBIZ CPAS P.C. Service code 10 700 W 47TH ST STE 1100 · KANSAS CITY, MO 64112 | Accounting | $5,250 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 72 · EIN 84-0965407 | Other investment fees and expenses | $50 |
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 | $162,270 | $84,784+91.4% | $98,439+64.8% | $74,419+118.0% |
| Participation rate | 99.8% | 81.5%+18.3pp | 75.2%+24.7pp | 70.7%+29.1pp |
| Annual return | 14.59% | 20.59%-6.0pp | 21.16%-6.6pp | 34.38%-19.8pp |
| Employer contribution / active EE | $5,814 | $3,364+72.8% | $3,048+90.8% | $2,637+120.5% |
| Participant deferral / active EE | $9,012 | $5,218+72.7% | $4,738+90.2% | $4,528+99.0% |
| Admin fee / account holder | $256 | $204+25.3% | $8,948-97.1% | $348-26.4% |