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 5-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,755 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,815 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $342 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,300 | $101,317-66.1% | $146,958-76.7% | $74,495-54.0% |
| Participation rate | 89.6% | 75.5%+14.1pp | 82.2%+7.4pp | 67.2%+22.4pp |
| Annual return | 30.83% | 8730.91%-8700.1pp | 418.34%-387.5pp | 1364.94%-1334.1pp |
| Employer contribution / active EE | $3,679 | $3,810-3.4% | $4,933-25.4% | $2,623+40.3% |
| Participant deferral / active EE | $6,336 | $7,303-13.2% | $8,070-21.5% | $4,346+45.8% |
| Admin fee / account holder | $75 | $1,739-95.7% | $12,998-99.4% | $1,942-96.1% |