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 | $55,262 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $27,921 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,729 | $99,078-62.9% | $96,544-62.0% | $74,419-50.6% |
| Participation rate | 79.0% | 80.7%-1.6pp | 76.0%+3.1pp | 70.7%+8.3pp |
| Annual return | 15.61% | 22.48%-6.9pp | 25.84%-10.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,873 | $2,570-27.1% | $2,965-36.8% | $2,637-29.0% |
| Participant deferral / active EE | $3,489 | $4,933-29.3% | $4,851-28.1% | $4,528-22.9% |
| Admin fee / account holder | $124 | $225-44.7% | $8,252-98.5% | $348-64.3% |