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 | $45,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,589 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,846 | $100,923+204.0% | $150,045+104.5% | $74,304+313.0% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.3%+16.0pp | 60.3%+38.0pp |
| Annual return | 14.93% | 51.77%-36.8pp | 62.55%-47.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $7,497 | $3,463+116.5% | $4,693+59.8% | $2,241+234.5% |
| Participant deferral / active EE | $8,614 | $6,709+28.4% | $7,997+7.7% | $3,767+128.6% |
| Admin fee / account holder | $237 | $2,767-91.4% | $13,435-98.2% | $2,969-92.0% |