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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $79,977 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $26,965 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,846 | $72,254+18.8% | $86,677-1.0% | $64,808+32.5% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.6%+15.7pp | 71.5%+20.8pp |
| Annual return | -12.52% | 392.42%-404.9pp | 35.91%-48.4pp | 32.82%-45.3pp |
| Employer contribution / active EE | $880 | $2,393-63.2% | $2,836-69.0% | $2,506-64.9% |
| Participant deferral / active EE | $4,884 | $4,658+4.8% | $4,656+4.9% | $4,310+13.3% |
| Admin fee / account holder | $167 | $174-3.9% | $7,493-97.8% | $188-11.0% |