Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 · EIN 13-2624428 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,662 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,088 | $88,087+14.8% | $164,866-38.7% | $74,546+35.6% |
| Participation rate | 76.8% | 73.1%+3.7pp | 78.6%-1.8pp | 67.2%+9.6pp |
| Annual return | 11.48% | 17.27%-5.8pp | 69.97%-58.5pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $2,791 | $2,595+7.6% | $4,343-35.7% | $2,624+6.4% |
| Participant deferral / active EE | $5,498 | $4,499+22.2% | $6,033-8.9% | $4,347+26.5% |
| Admin fee / account holder | $65 | $2,232-97.1% | $12,689-99.5% | $1,944-96.7% |