Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,393 |
Service code 27 361 DELAWARE AVE · BUFFALO, NY 14202 | Advisory (Plan) | $12,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,652 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,101 | $55,472-47.5% | $155,567-81.3% | $74,546-61.0% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.2pp |
| Annual return | 20.40% | 268.72%-248.3pp | 64.74%-44.3pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $1,725 | $2,269-24.0% | $4,674-63.1% | $2,624-34.3% |
| Participant deferral / active EE | $4,305 | $2,838+51.7% | $5,628-23.5% | $4,347-1.0% |
| Admin fee / account holder | $168 | $1,743-90.4% | $15,916-98.9% | $1,944-91.4% |