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 | $39,396 |
Service code 25 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Directed Trustee | $37,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,865 |
GBQ PARTNERS10+ years Service code 10 230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215 | Accounting | $10,250 |
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 | $405,786 | $106,028+282.7% | $146,958+176.1% | $77,643+422.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 177.03% | 56.73%+120.3pp | 418.34%-241.3pp | 31.24%+145.8pp |
| Employer contribution / active EE | $14,888 | $4,063+266.4% | $4,933+201.8% | $2,726+446.2% |
| Participant deferral / active EE | $12,588 | $7,990+57.5% | $8,070+56.0% | $4,647+170.9% |
| Admin fee / account holder | $256 | $337-24.1% | $12,998-98.0% | $430-40.5% |