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 ADVISORY GROUP, LLC Service code 28 · EIN 13-2624428 | Investment Management | $6,321 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,408 | $86,929+115.6% | $102,423+83.0% | $80,856+131.8% |
| Participation rate | 96.8% | 72.4%+24.5pp | 76.5%+20.3pp | 67.6%+29.2pp |
| Annual return | 16.12% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,522 | $2,369+175.3% | $3,023+115.7% | $2,755+136.8% |
| Participant deferral / active EE | $15,541 | $4,118+277.3% | $5,053+207.6% | $4,296+261.8% |
| Admin fee / account holder | $51 | $8,049-99.4% | $9,451-99.5% | $6,918-99.3% |