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 | $26,721 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $74,682 | $79,171-5.7% | $102,423-27.1% | $74,495+0.3% |
| Participation rate | 96.5% | 74.8%+21.7pp | 76.5%+20.0pp | 67.2%+29.3pp |
| Annual return | 12.47% | 54.93%-42.5pp | 29.32%-16.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,241 | $2,362+79.5% | $3,023+40.3% | $2,623+61.7% |
| Participant deferral / active EE | $6,241 | $4,415+41.4% | $5,053+23.5% | $4,346+43.6% |
| Admin fee / account holder | $166 | $2,001-91.7% | $9,451-98.2% | $1,942-91.5% |