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 | Advisory (Participants) | $544,480 |
THE BANK OF NEW YORK MELLON6 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $56,941 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $24,177 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $7,749 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,913 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $370 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,032 | $167,950+21.5% | $112,887+80.7% | $80,160+154.5% |
| Participation rate | 98.6% | 94.5%+4.1pp | 80.5%+18.1pp | 72.9%+25.6pp |
| Annual return | 12.05% | 18.78%-6.7pp | 34.10%-22.0pp | 40.38%-28.3pp |
| Employer contribution / active EE | $6,126 | $6,272-2.3% | $4,563+34.3% | $2,978+105.7% |
| Participant deferral / active EE | $10,437 | $9,857+5.9% | $6,513+60.2% | $5,017+108.0% |
| Admin fee / account holder | $157 | $104+51.5% | $7,047-97.8% | $145+8.4% |