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 | $48,220 |
DA DAVIDSON & CO9 years Service code 27 8 THIRD ST NORTH · GREAT FALLS, MT 59401 | Advisory (Plan) | $35,518 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,148 | $91,762-54.1% | $67,502-37.6% | $77,643-45.7% |
| Participation rate | 70.2% | 75.9%-5.7pp | 72.9%-2.7pp | 70.6%-0.4pp |
| Annual return | 15.94% | 14.87%+1.1pp | 3512.12%-3496.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,451 | $3,181-54.4% | $2,731-46.9% | $2,726-46.8% |
| Participant deferral / active EE | $2,964 | $3,903-24.1% | $4,000-25.9% | $4,647-36.2% |
| Admin fee / account holder | $193 | $176+9.4% | $3,998-95.2% | $430-55.3% |