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 | $1,308 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,502 | $122,239-6.3% | $184,200-37.8% | $74,546+53.6% |
| Participation rate | 95.8% | 85.5%+10.3pp | 86.8%+8.9pp | 67.2%+28.6pp |
| Annual return | 19.78% | 19.95%-0.2pp | 28.80%-9.0pp | 1366.03%-1346.3pp |
| Employer contribution / active EE | $1,788 | $4,537-60.6% | $6,424-72.2% | $2,624-31.9% |
| Participant deferral / active EE | $8,723 | $7,139+22.2% | $9,132-4.5% | $4,347+100.7% |
| Admin fee / account holder | $18 | $1,260-98.6% | $13,907-99.9% | $1,944-99.1% |