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 | $57,688 |
Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $30,898 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,309 | $56,638-34.1% | $169,368-78.0% | $74,419-49.9% |
| Participation rate | 89.2% | 67.5%+21.7pp | 77.1%+12.1pp | 70.7%+18.5pp |
| Annual return | 17.99% | 24.75%-6.8pp | 405.60%-387.6pp | 34.38%-16.4pp |
| Employer contribution / active EE | $1,138 | $2,027-43.9% | $4,013-71.6% | $2,637-56.9% |
| Participant deferral / active EE | $3,632 | $4,223-14.0% | $6,221-41.6% | $4,528-19.8% |
| Admin fee / account holder | $191 | $307-37.7% | $9,003-97.9% | $348-45.1% |