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 · EIN 13-2624428 | Investment Management | $8,024 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $465 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,623 | $96,484+29.2% | $156,263-20.2% | $74,304+67.7% |
| Participation rate | 81.5% | 67.7%+13.8pp | 78.9%+2.6pp | 60.3%+21.1pp |
| Annual return | 14.26% | 17.73%-3.5pp | 59.47%-45.2pp | 29.43%-15.2pp |
| Employer contribution / active EE | $3,423 | $2,528+35.4% | $4,333-21.0% | $2,241+52.7% |
| Participant deferral / active EE | $6,546 | $4,286+52.7% | $6,158+6.3% | $3,767+73.7% |
| Admin fee / account holder | $92 | $3,728-97.5% | $14,255-99.4% | $2,969-96.9% |