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 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,191 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,709 | $91,407+79.1% | $135,903+20.5% | $71,457+129.1% |
| Participation rate | 86.1% | 75.7%+10.5pp | 81.9%+4.2pp | 67.9%+18.2pp |
| Annual return | 19.33% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $2,801 | $3,703-24.4% | $4,856-42.3% | $2,588+8.3% |
| Participant deferral / active EE | $10,342 | $7,092+45.8% | $7,758+33.3% | $4,289+141.1% |
| Admin fee / account holder | $31 | $1,266-97.5% | $10,762-99.7% | $1,587-98.0% |