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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,268 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,159 |
Filed as: FINANCIALFOCUS RETIREMENT PLAN S Service code 13 · EIN 36-4820854 2705 S ALMA SCHOOL RD STE 2 · CHANDLER, AZ 85286 | Contract Administrator | $3,300 |
Service code 99 · EIN 61-1932930 1801 CALIFORNIA STREET, 3RD FLOOR · DENVER, CO 80202 | Other Fees | $1,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,127 | $80,673-41.6% | $101,326-53.5% | $84,808-44.4% |
| Participation rate | 94.9% | 77.8%+17.1pp | 81.5%+13.4pp | 68.3%+26.6pp |
| Annual return | 23.33% | 38.95%-15.6pp | 36.82%-13.5pp | 40.90%-17.6pp |
| Employer contribution / active EE | $843 | $2,698-68.7% | $3,665-77.0% | $2,631-67.9% |
| Participant deferral / active EE | $6,379 | $6,840-6.7% | $7,994-20.2% | $4,212+51.5% |
| Admin fee / account holder | $178 | $12,784-98.6% | $11,185-98.4% | $7,344-97.6% |