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 | $24,266 |
Service code 27 8601 SIX FORKS RD STE 400 · RALEIGH, NC 27615 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,829 |
Employer 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 | $85,625 | $101,499-15.6% | $147,005-41.8% | $74,546+14.9% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 13.58% | 8732.34%-8718.8pp | 418.76%-405.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,736 | $7,304-21.5% | $8,070-28.9% | $4,347+31.9% |
| Admin fee / account holder | $228 | $1,748-86.9% | $13,006-98.2% | $1,944-88.3% |