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 | $92,636 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,374 |
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 | $22,628 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $35 |
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 | $180,368 | $104,919+71.9% | $116,228+55.2% | $85,563+110.8% |
| Participation rate | 87.0% | 78.6%+8.4pp | 74.6%+12.4pp | 66.0%+21.0pp |
| Annual return | 12.82% | 15.38%-2.6pp | 90.06%-77.2pp | 31.51%-18.7pp |
| Employer contribution / active EE | $5,476 | $3,485+57.1% | $2,994+82.9% | $2,654+106.4% |
| Participant deferral / active EE | $9,049 | $5,306+70.5% | $4,953+82.7% | $4,375+106.8% |
| Admin fee / account holder | $299 | $429-30.2% | $11,989-97.5% | $834-64.1% |