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 | $21,227 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $17,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,373 | $49,451-30.5% | $79,550-56.8% | $66,914-48.6% |
| Participation rate | 72.4% | 61.3%+11.1pp | 69.5%+2.9pp | 69.8%+2.6pp |
| Annual return | -14.29% | 84.25%-98.5pp | 0.16%-14.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,691 | $1,266+191.6% | $2,413+52.9% | $2,544+45.1% |
| Participant deferral / active EE | $7,328 | $3,159+132.0% | $3,985+83.9% | $4,237+72.9% |
| Admin fee / account holder | $202 | $595-66.0% | $6,832-97.0% | $593-65.9% |