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 | $81,604 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $52,970 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,680 | $98,727-40.6% | $113,168-48.1% | $85,563-31.4% |
| Participation rate | 80.7% | 80.8%-0.2pp | 76.6%+4.1pp | 66.0%+14.7pp |
| Annual return | 16.66% | 17.43%-0.8pp | 24.27%-7.6pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,226 | $2,907-57.8% | $2,975-58.8% | $2,654-53.8% |
| Participant deferral / active EE | $3,103 | $5,424-42.8% | $5,107-39.2% | $4,375-29.1% |
| Admin fee / account holder | $288 | $357-19.4% | $12,068-97.6% | $834-65.5% |