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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,547 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,388 |
Filed as: FIDUCIARY ADVISORS INC Service code 27 12813 FLUSHING MEADOWS DR · ST LOUIS, MO 63131 | Advisory (Plan) | $29,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,967 | $69,823+56.1% | $77,163+41.2% | $74,419+46.4% |
| Participation rate | 98.9% | 70.0%+28.9pp | 69.6%+29.3pp | 70.7%+28.1pp |
| Annual return | 18.75% | 19.98%-1.2pp | 37.87%-19.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,270 | $2,150+98.6% | $2,535+68.4% | $2,637+61.9% |
| Participant deferral / active EE | $8,914 | $3,558+150.6% | $3,833+132.5% | $4,528+96.9% |
| Admin fee / account holder | $237 | $398-40.4% | $5,472-95.7% | $348-31.9% |