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 | $65,894 |
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $48,798 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,109 | $119,446-9.5% | $150,045-27.9% | $85,563+26.4% |
| Participation rate | 91.4% | 75.4%+16.0pp | 82.3%+9.1pp | 66.0%+25.5pp |
| Annual return | 15.90% | 23.72%-7.8pp | 62.55%-46.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $2,784 | $4,078-31.7% | $4,693-40.7% | $2,654+4.9% |
| Participant deferral / active EE | $8,214 | $7,985+2.9% | $7,997+2.7% | $4,375+87.7% |
| Admin fee / account holder | $220 | $548-59.9% | $13,435-98.4% | $834-73.7% |