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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,684 |
INSTITUTIONAL INVESTMENT CONSULTING10+ years Service code 27 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Advisory (Plan) | $35,266 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,632 | $62,624-38.3% | $177,989-78.3% | $77,643-50.2% |
| Participation rate | 85.2% | 66.8%+18.4pp | 77.1%+8.2pp | 70.6%+14.7pp |
| Annual return | 12.92% | 16.16%-3.2pp | 294.48%-281.6pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,158 | $1,909-39.3% | $3,949-70.7% | $2,726-57.5% |
| Participant deferral / active EE | $3,706 | $4,219-12.2% | $6,276-41.0% | $4,647-20.3% |
| Admin fee / account holder | $214 | $386-44.7% | $10,363-97.9% | $430-50.4% |