Filed March 22, 2019
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 | $10,091 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,635 | $37,393+22.0% | $77,024-40.8% | $66,914-31.8% |
| Participation rate | 93.3% | 52.9%+40.4pp | 67.9%+25.4pp | 69.8%+23.5pp |
| Annual return | -12.73% | -3.29%-9.4pp | 42.32%-55.0pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,117 | $1,531+38.3% | $2,812-24.7% | $2,544-16.8% |
| Participant deferral / active EE | $6,399 | $2,617+144.5% | $4,426+44.6% | $4,237+51.0% |
| Admin fee / account holder | $125 | $567-78.0% | $5,425-97.7% | $593-79.0% |