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 | $25,120 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,484 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,559 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,489 | $59,097-53.5% | $82,389-66.6% | $74,304-63.0% |
| Participation rate | 83.7% | 52.8%+31.0pp | 69.5%+14.2pp | 60.3%+23.4pp |
| Annual return | 17.95% | 22.85%-4.9pp | 28.67%-10.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,657 | $1,601+3.5% | $2,517-34.2% | $2,241-26.1% |
| Participant deferral / active EE | $3,743 | $2,775+34.8% | $4,155-9.9% | $3,767-0.7% |
| Admin fee / account holder | $265 | $4,489-94.1% | $7,231-96.3% | $2,969-91.1% |