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 |
|---|---|---|
Service code 99 120 SE 6TH TOWNSITE PLZA #2 · TOPEKA, KS 66603 | Other Fees | $16,413 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,536 |
EGPS1 year Filed as: EGPS INC Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $2,477 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $770 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,580 | $49,451+16.4% | $79,550-27.6% | $66,914-13.9% |
| Participation rate | 88.1% | 61.3%+26.7pp | 69.5%+18.6pp | 69.8%+18.3pp |
| Annual return | -10.57% | 84.25%-94.8pp | 0.16%-10.7pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,511 | $1,266+98.4% | $2,413+4.0% | $2,544-1.3% |
| Participant deferral / active EE | $4,134 | $3,159+30.9% | $3,985+3.7% | $4,237-2.4% |
| Admin fee / account holder | $250 | $595-57.9% | $6,832-96.3% | $593-57.8% |