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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,285 |
Service code 27 1180 MEDICAL COURT STE A · CARMEL, IN 46038 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,667 | $49,915+266.0% | $154,803+18.0% | $74,304+145.8% |
| Participation rate | 97.2% | 54.0%+43.2pp | 78.1%+19.1pp | 60.3%+36.8pp |
| Annual return | 17.05% | 34.06%-17.0pp | 58.88%-41.8pp | 29.43%-12.4pp |
| Employer contribution / active EE | $4,788 | $1,611+197.2% | $4,305+11.2% | $2,241+113.7% |
| Participant deferral / active EE | $6,277 | $2,255+178.4% | $5,540+13.3% | $3,767+66.6% |
| Admin fee / account holder | $256 | $2,189-88.3% | $14,329-98.2% | $2,969-91.4% |