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 | $87,145 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $30,738 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,616 | $88,890+6.4% | $102,423-7.6% | $77,643+21.9% |
| Participation rate | 95.8% | 80.9%+14.9pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 13.44% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $986 | $2,698-63.5% | $3,023-67.4% | $2,726-63.8% |
| Participant deferral / active EE | $5,273 | $5,145+2.5% | $5,053+4.4% | $4,647+13.5% |
| Admin fee / account holder | $174 | $235-26.3% | $9,451-98.2% | $430-59.7% |