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 | $47,876 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 335 MADISON AVE · NEW YORK, NY 10017 | Advisory (Plan) | $24,837 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,139 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,340 | $106,028+35.2% | $146,958-2.5% | $77,643+84.6% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 16.80% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $3,346 | $4,063-17.6% | $4,933-32.2% | $2,726+22.8% |
| Participant deferral / active EE | $11,788 | $7,990+47.5% | $8,070+46.1% | $4,647+153.7% |
| Admin fee / account holder | $286 | $337-15.3% | $12,998-97.8% | $430-33.6% |