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 |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $40,744 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,668 | $46,292-23.0% | $143,757-75.2% | $64,808-45.0% |
| Participation rate | 78.0% | 64.2%+13.8pp | 80.3%-2.3pp | 71.5%+6.5pp |
| Annual return | -14.21% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,447 | $1,910-24.2% | $4,951-70.8% | $2,506-42.3% |
| Participant deferral / active EE | $3,714 | $2,646+40.4% | $5,637-34.1% | $4,310-13.8% |
| Admin fee / account holder | $77 | $154-49.9% | $14,673-99.5% | $188-58.9% |