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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $527,746 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $91,347 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,641 | $95,274+13.0% | $135,903-20.8% | $74,419+44.6% |
| Participation rate | 77.9% | 78.2%-0.3pp | 81.9%-4.0pp | 70.7%+7.2pp |
| Annual return | 23.21% | 32.77%-9.6pp | 68.23%-45.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $4,384 | $3,874+13.2% | $4,856-9.7% | $2,637+66.2% |
| Participant deferral / active EE | $9,377 | $7,782+20.5% | $7,758+20.9% | $4,528+107.1% |
| Admin fee / account holder | $215 | $266-19.2% | $10,762-98.0% | $348-38.2% |