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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,943 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,216 | $54,517+87.5% | $75,972+34.5% | $74,495+37.2% |
| Participation rate | 86.5% | 60.3%+26.2pp | 69.1%+17.5pp | 67.2%+19.3pp |
| Annual return | 26.99% | 31.82%-4.8pp | 359.55%-332.6pp | 1364.94%-1338.0pp |
| Employer contribution / active EE | $6,582 | $1,777+270.4% | $2,685+145.2% | $2,623+150.9% |
| Participant deferral / active EE | $8,831 | $3,066+188.1% | $4,255+107.5% | $4,346+103.2% |
| Admin fee / account holder | $151 | $2,229-93.2% | $6,467-97.7% | $1,942-92.2% |