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 9-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 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $98,329 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,801 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $12,416 |
THE BENEFIT PRACTICE1 year Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD STE 610 · STAMFORD, CT 06901 | Recordkeeping | $6,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,844 | $95,274-36.1% | $135,903-55.2% | $74,419-18.2% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 20.27% | 32.77%-12.5pp | 68.23%-48.0pp | 34.38%-14.1pp |
| Employer contribution / active EE | $4,373 | $3,874+12.9% | $4,856-10.0% | $2,637+65.8% |
| Participant deferral / active EE | $14,576 | $7,782+87.3% | $7,758+87.9% | $4,528+221.9% |
| Admin fee / account holder | $168 | $266-36.7% | $10,762-98.4% | $348-51.6% |