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 | $81,713 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,789 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $605,985 | $100,923+500.4% | $150,045+303.9% | $74,304+715.5% |
| Participation rate | 98.7% | 70.1%+28.7pp | 82.3%+16.4pp | 60.3%+38.4pp |
| Annual return | 10.91% | 51.77%-40.9pp | 62.55%-51.6pp | 29.43%-18.5pp |
| Employer contribution / active EE | $16,110 | $3,463+365.2% | $4,693+243.3% | $2,241+618.8% |
| Participant deferral / active EE | $14,058 | $6,709+109.5% | $7,997+75.8% | $3,767+273.2% |
| Admin fee / account holder | $280 | $2,767-89.9% | $13,435-97.9% | $2,969-90.6% |