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 | $7,725 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,886 |
Annual investment return 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 | $119,880 | $79,171+51.4% | $102,423+17.0% | $74,495+60.9% |
| Participation rate | 81.6% | 74.8%+6.8pp | 76.5%+5.1pp | 67.2%+14.4pp |
| Annual return | 10.89% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,451 | $2,362+3.8% | $3,023-18.9% | $2,623-6.5% |
| Participant deferral / active EE | $5,247 | $4,415+18.8% | $5,053+3.8% | $4,346+20.7% |
| Admin fee / account holder | $53 | $2,001-97.4% | $9,451-99.4% | $1,942-97.3% |