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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,686 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $984 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,962 | $101,317-34.9% | $146,958-55.1% | $74,495-11.5% |
| Participation rate | 80.8% | 75.5%+5.2pp | 82.2%-1.4pp | 67.2%+13.6pp |
| Annual return | 26.65% | 8730.91%-8704.3pp | 418.34%-391.7pp | 1364.94%-1338.3pp |
| Employer contribution / active EE | $5,983 | $3,810+57.0% | $4,933+21.3% | $2,623+128.1% |
| Participant deferral / active EE | $8,827 | $7,303+20.9% | $8,070+9.4% | $4,346+103.1% |
| Admin fee / account holder | $109 | $1,739-93.7% | $12,998-99.2% | $1,942-94.4% |