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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,101 | $55,415-47.5% | $155,509-81.3% | $74,495-60.9% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 20.40% | 268.50%-248.1pp | 64.67%-44.3pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $1,725 | $2,267-23.9% | $4,672-63.1% | $2,623-34.2% |
| Participant deferral / active EE | $4,305 | $2,836+51.8% | $5,626-23.5% | $4,346-0.9% |
| Admin fee / account holder | $168 | $1,738-90.4% | $15,912-98.9% | $1,942-91.4% |