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 27 11440 N JOG RD · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $71,654 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,616 | $106,028-12.6% | $146,958-37.0% | $77,643+19.3% |
| Participation rate | 95.2% | 78.4%+16.9pp | 82.2%+13.1pp | 70.6%+24.7pp |
| Annual return | 14.54% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,600 | $4,063-36.0% | $4,933-47.3% | $2,726-4.6% |
| Participant deferral / active EE | $8,665 | $7,990+8.4% | $8,070+7.4% | $4,647+86.5% |
| Admin fee / account holder | $252 | $337-25.4% | $12,998-98.1% | $430-41.5% |