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 | $92,334 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,067 |
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 | $29,646 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,027 | $92,055+78.2% | $106,213+54.4% | $77,643+111.3% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 12.12% | 17.91%-5.8pp | 116.14%-104.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $6,337 | $3,367+88.2% | $3,171+99.8% | $2,726+132.5% |
| Participant deferral / active EE | $9,890 | $5,386+83.6% | $5,016+97.2% | $4,647+112.8% |
| Admin fee / account holder | $297 | $219+35.4% | $11,033-97.3% | $430-31.1% |