Filed July 15, 2021
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 5-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 | $50,861 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,897 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,840 | $57,831+89.9% | $82,389+33.3% | $85,563+28.4% |
| Participation rate | 99.3% | 55.0%+44.3pp | 69.5%+29.8pp | 66.0%+33.4pp |
| Annual return | 41.16% | 17.86%+23.3pp | 28.67%+12.5pp | 31.51%+9.6pp |
| Employer contribution / active EE | $13,666 | $1,643+731.9% | $2,517+442.9% | $2,654+415.0% |
| Participant deferral / active EE | $11,259 | $3,118+261.1% | $4,155+171.0% | $4,375+157.3% |
| Admin fee / account holder | $89 | $1,391-93.6% | $7,231-98.8% | $834-89.4% |