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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,792 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,654 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $8,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,416 | $106,236-27.1% | $112,228-31.0% | $64,808+19.5% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.1%+23.1pp | 71.5%+26.7pp |
| Annual return | -17.19% | -6.02%-11.2pp | 27.45%-44.6pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,116 | $3,166-1.6% | $3,635-14.3% | $2,506+24.4% |
| Participant deferral / active EE | $7,312 | $3,785+93.2% | $4,728+54.7% | $4,310+69.6% |
| Admin fee / account holder | $123 | $452-72.7% | $6,410-98.1% | $188-34.3% |