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 | $307,357 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88,299 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | -$5,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,467 | $88,890+117.6% | $102,423+88.9% | $77,643+149.2% |
| Participation rate | 75.7% | 80.9%-5.2pp | 76.5%-0.8pp | 70.6%+5.1pp |
| Annual return | 11.85% | 24.98%-13.1pp | 29.32%-17.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,121 | $2,698-58.4% | $3,023-62.9% | $2,726-58.9% |
| Participant deferral / active EE | $4,583 | $5,145-10.9% | $5,053-9.3% | $4,647-1.4% |
| Admin fee / account holder | $287 | $235+22.0% | $9,451-97.0% | $430-33.3% |