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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,323 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $35,183 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,865 | $89,588-38.8% | $136,007-59.7% | $77,643-29.3% |
| Participation rate | 71.8% | 74.3%-2.5pp | 76.5%-4.6pp | 70.6%+1.3pp |
| Annual return | 24.35% | 17.42%+6.9pp | 579.32%-555.0pp | 31.24%-6.9pp |
| Employer contribution / active EE | $3,950 | $3,491+13.2% | $4,217-6.3% | $2,726+44.9% |
| Participant deferral / active EE | $6,388 | $5,591+14.2% | $7,025-9.1% | $4,647+37.5% |
| Admin fee / account holder | $245 | $539-54.5% | $6,858-96.4% | $430-43.1% |