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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $1,338,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $86,383 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPMORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $59,501 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $333,606 | $99,061+236.8% | $103,464+222.4% | $99,061+236.8% |
| Participation rate | 96.9% | 71.6%+25.3pp | 80.5%+16.4pp | 71.6%+25.3pp |
| Annual return | 14.57% | 17.66%-3.1pp | 23.91%-9.3pp | 17.66%-3.1pp |
| Employer contribution / active EE | $8,485 | $3,261+160.2% | $4,677+81.4% | $3,261+160.2% |
| Participant deferral / active EE | $13,605 | $5,331+155.2% | $6,624+105.4% | $5,331+155.2% |
| Admin fee / account holder | $230 | $109+110.9% | $9,410-97.6% | $109+110.9% |