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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,655 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,480 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,855 | $80,731-63.0% | $103,374-71.1% | $74,546-60.0% |
| Participation rate | 95.9% | 65.7%+30.2pp | 74.5%+21.3pp | 67.2%+28.6pp |
| Annual return | 9.62% | 27.56%-17.9pp | 24.89%-15.3pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $1,199 | $3,158-62.0% | $3,869-69.0% | $2,624-54.3% |
| Participant deferral / active EE | $3,265 | $3,860-15.4% | $5,058-35.5% | $4,347-24.9% |
| Admin fee / account holder | $160 | $2,369-93.2% | $8,394-98.1% | $1,944-91.8% |