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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $139,633 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,000 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $29,956 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $27,110 |
AHEARN JASCO + COMPANY PA4 years Service code 10 190 SE 19TH AVE · POMPANO BEACH, FL 33060 | Accounting | $15,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Securities brokerage; Shareholder ser... | $125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,441 | $72,254+65.3% | $86,677+37.8% | $64,808+84.3% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.7pp | 71.5%+24.8pp |
| Annual return | -14.50% | 392.42%-406.9pp | 35.91%-50.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $5,619 | $2,393+134.8% | $2,836+98.1% | $2,506+124.2% |
| Participant deferral / active EE | $7,338 | $4,658+57.5% | $4,656+57.6% | $4,310+70.2% |
| Admin fee / account holder | $188 | $174+8.4% | $7,493-97.5% | $188+0.3% |