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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,136 |
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $2,153 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,783 | $130,194-24.1% | $169,993-41.9% | $71,457+38.2% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.0%+12.3pp | 67.9%+31.4pp |
| Annual return | 19.10% | 20.37%-1.3pp | 53.37%-34.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $6,675 | $4,381+52.3% | $6,785-1.6% | $2,588+158.0% |
| Participant deferral / active EE | $4,000 | $6,923-42.2% | $10,408-61.6% | $4,289-6.7% |
| Admin fee / account holder | $39 | $966-95.9% | $12,815-99.7% | $1,587-97.5% |