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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,235 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,949 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,899 | $119,446-54.0% | $150,045-63.4% | $85,563-35.8% |
| Participation rate | 97.2% | 75.4%+21.8pp | 82.3%+14.9pp | 66.0%+31.2pp |
| Annual return | 21.01% | 23.72%-2.7pp | 62.55%-41.5pp | 31.51%-10.5pp |
| Employer contribution / active EE | $4,210 | $4,078+3.2% | $4,693-10.3% | $2,654+58.7% |
| Participant deferral / active EE | $7,766 | $7,985-2.7% | $7,997-2.9% | $4,375+77.5% |
| Admin fee / account holder | $247 | $548-55.0% | $13,435-98.2% | $834-70.4% |