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 | $55,241 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,305 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,754 | $92,055-36.2% | $106,213-44.7% | $77,643-24.3% |
| Participation rate | 79.9% | 81.0%-1.2pp | 75.3%+4.6pp | 70.6%+9.3pp |
| Annual return | 12.73% | 17.91%-5.2pp | 116.14%-103.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,760 | $3,367-47.7% | $3,171-44.5% | $2,726-35.4% |
| Participant deferral / active EE | $2,347 | $5,386-56.4% | $5,016-53.2% | $4,647-49.5% |
| Admin fee / account holder | $117 | $219-46.5% | $11,033-98.9% | $430-72.8% |