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 4-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 | $36,223 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,823 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $14,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,990 | $106,110-39.7% | $147,005-56.5% | $77,671-17.6% |
| Participation rate | 78.3% | 78.4%-0.1pp | 82.2%-3.8pp | 70.6%+7.8pp |
| Annual return | 16.02% | 56.77%-40.8pp | 418.76%-402.7pp | 31.21%-15.2pp |
| Employer contribution / active EE | $2,965 | $4,065-27.0% | $4,934-39.9% | $2,726+8.8% |
| Participant deferral / active EE | $6,054 | $7,992-24.2% | $8,070-25.0% | $4,648+30.3% |
| Admin fee / account holder | $245 | $338-27.4% | $13,006-98.1% | $430-43.0% |