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 | $102,838 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $32,716 |
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 | $491,399 | $106,028+363.5% | $146,958+234.4% | $77,643+532.9% |
| Participation rate | 82.3% | 78.4%+3.9pp | 82.2%+0.2pp | 70.6%+11.7pp |
| Annual return | 14.85% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $13,984 | $4,063+244.2% | $4,933+183.5% | $2,726+413.0% |
| Participant deferral / active EE | $8,113 | $7,990+1.5% | $8,070+0.5% | $4,647+74.6% |
| Admin fee / account holder | $225 | $337-33.3% | $12,998-98.3% | $430-47.7% |