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 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $15,224 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,979 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,184 | $76,670-52.8% | $96,683-62.6% | $71,457-49.4% |
| Participation rate | 98.0% | 66.6%+31.5pp | 74.3%+23.7pp | 67.9%+30.1pp |
| Annual return | 23.95% | 48.29%-24.3pp | 35.69%-11.7pp | 28.85%-4.9pp |
| Employer contribution / active EE | $3,125 | $3,031+3.1% | $3,737-16.4% | $2,588+20.8% |
| Participant deferral / active EE | $5,786 | $3,771+53.4% | $4,878+18.6% | $4,289+34.9% |
| Admin fee / account holder | $186 | $2,028-90.8% | $6,730-97.2% | $1,587-88.3% |