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 | $23,128 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,650 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,378 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,509 | $47,746-57.0% | $70,164-70.8% | $74,419-72.4% |
| Participation rate | 84.3% | 72.7%+11.6pp | 78.8%+5.4pp | 70.7%+13.6pp |
| Annual return | 11.04% | 18.37%-7.3pp | 18.87%-7.8pp | 34.38%-23.3pp |
| Employer contribution / active EE | $1,522 | $2,297-33.7% | $4,287-64.5% | $2,637-42.3% |
| Participant deferral / active EE | $1,835 | $3,187-42.4% | $5,395-66.0% | $4,528-59.5% |
| Admin fee / account holder | $97 | $567-82.9% | $4,561-97.9% | $348-72.1% |