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 | $8,425 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,492 | $87,870+50.8% | $113,168+17.1% | $74,304+78.3% |
| Participation rate | 78.9% | 70.7%+8.2pp | 76.6%+2.4pp | 60.3%+18.6pp |
| Annual return | 13.97% | 26.44%-12.5pp | 24.27%-10.3pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,100 | $2,277-51.7% | $2,975-63.0% | $2,241-50.9% |
| Participant deferral / active EE | $4,971 | $4,241+17.2% | $5,107-2.7% | $3,767+32.0% |
| Admin fee / account holder | $40 | $3,368-98.8% | $12,068-99.7% | $2,969-98.7% |