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 | $38,272 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,137 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,996 |
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 | $35,467 | $85,563-58.5% | $69,780-49.2% | $85,563-58.5% |
| Participation rate | 71.6% | 66.0%+5.6pp | 79.3%-7.7pp | 66.0%+5.6pp |
| Annual return | 9.89% | 31.51%-21.6pp | 26.31%-16.4pp | 31.51%-21.6pp |
| Employer contribution / active EE | $1,299 | $2,654-51.0% | $4,168-68.8% | $2,654-51.0% |
| Participant deferral / active EE | $1,728 | $4,375-60.5% | $6,164-72.0% | $4,375-60.5% |
| Admin fee / account holder | $183 | $834-78.1% | $7,285-97.5% | $834-78.1% |