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 | $24,103 |
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 | $8,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,736 | $55,472+224.0% | $155,567+15.5% | $74,546+141.1% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 16.09% | 268.72%-252.6pp | 64.74%-48.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $5,648 | $2,269+148.9% | $4,674+20.8% | $2,624+115.2% |
| Participant deferral / active EE | $6,815 | $2,838+140.1% | $5,628+21.1% | $4,347+56.8% |
| Admin fee / account holder | $240 | $1,743-86.2% | $15,916-98.5% | $1,944-87.6% |