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 |
|---|---|---|
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $10,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,457 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD VILLAGE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,556 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,078 | $122,239-2.6% | $184,203-35.4% | $74,495+59.8% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.5pp | 67.2%+32.2pp |
| Annual return | 16.59% | 19.95%-3.4pp | 28.81%-12.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $6,455 | $4,537+42.3% | $6,427+0.4% | $2,623+146.1% |
| Participant deferral / active EE | $3,947 | $7,139-44.7% | $9,131-56.8% | $4,346-9.2% |
| Admin fee / account holder | $87 | $1,260-93.1% | $13,901-99.4% | $1,942-95.5% |