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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,160 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,821 | $65,435+41.9% | $86,677+7.1% | $66,914+38.7% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.3pp |
| Annual return | -13.50% | -10.89%-2.6pp | 35.91%-49.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,013 | $2,153-6.5% | $2,836-29.0% | $2,544-20.9% |
| Participant deferral / active EE | $4,794 | $4,100+16.9% | $4,656+3.0% | $4,237+13.2% |
| Admin fee / account holder | $21 | $642-96.8% | $7,493-99.7% | $593-96.5% |