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 5-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 | $78,061 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,684 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,144 | $92,055+77.2% | $106,213+53.6% | $77,643+110.1% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 14.02% | 17.91%-3.9pp | 116.14%-102.1pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,164 | $3,367+53.4% | $3,171+62.8% | $2,726+89.4% |
| Participant deferral / active EE | $8,508 | $5,386+58.0% | $5,016+69.6% | $4,647+83.1% |
| Admin fee / account holder | $224 | $219+2.1% | $11,033-98.0% | $430-48.0% |