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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,259 |
CADARET GRANT & CO INC2 years Service code 55 1 LINCOLN CTR 5TH FL · SYRACUSE, KY 13202 | Other Commissions | $3,548 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,080 | $55,415-67.4% | $155,509-88.4% | $74,495-75.7% |
| Participation rate | 96.2% | 61.9%+34.3pp | 78.2%+18.0pp | 67.2%+29.0pp |
| Annual return | 13.20% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,634 | $2,267-27.9% | $4,672-65.0% | $2,623-37.7% |
| Participant deferral / active EE | $2,062 | $2,836-27.3% | $5,626-63.4% | $4,346-52.6% |
| Admin fee / account holder | $124 | $1,738-92.9% | $15,912-99.2% | $1,942-93.6% |