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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $248,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $117,676 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $32,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,017 | $122,186-41.1% | $146,958-51.0% | $199,593-63.9% |
| Participation rate | 97.4% | 78.3%+19.2pp | 82.2%+15.3pp | 72.0%+25.5pp |
| Annual return | 17.42% | 30.56%-13.1pp | 418.34%-400.9pp | 34.25%-16.8pp |
| Employer contribution / active EE | $3,320 | $4,093-18.9% | $4,933-32.7% | $3,034+9.4% |
| Participant deferral / active EE | $7,861 | $8,502-7.5% | $8,070-2.6% | $5,087+54.5% |
| Admin fee / account holder | $124 | $179-30.5% | $12,998-99.0% | $269-53.8% |