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 | $72,179 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $46,984 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,717 |
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 | $48,584 | $88,890-45.3% | $102,423-52.6% | $77,643-37.4% |
| Participation rate | 88.6% | 80.9%+7.7pp | 76.5%+12.1pp | 70.6%+18.0pp |
| Annual return | 11.75% | 24.98%-13.2pp | 29.32%-17.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,255 | $2,698-53.5% | $3,023-58.5% | $2,726-54.0% |
| Participant deferral / active EE | $3,137 | $5,145-39.0% | $5,053-37.9% | $4,647-32.5% |
| Admin fee / account holder | $253 | $235+7.4% | $9,451-97.3% | $430-41.2% |