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 | $32,938 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,018 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $1,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,675 | $79,184+12.0% | $102,438-13.4% | $74,546+19.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.90% | 54.95%-42.1pp | 29.37%-16.5pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $3,797 | $2,362+60.8% | $3,024+25.6% | $2,624+44.7% |
| Participant deferral / active EE | $5,630 | $4,414+27.5% | $5,054+11.4% | $4,347+29.5% |
| Admin fee / account holder | $162 | $2,001-91.9% | $9,448-98.3% | $1,944-91.6% |