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 | $35,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,386 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,083 | $80,724+33.9% | $103,333+4.6% | $74,495+45.1% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 13.38% | 27.56%-14.2pp | 24.88%-11.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,461 | $3,157+9.6% | $3,868-10.5% | $2,623+32.0% |
| Participant deferral / active EE | $9,014 | $3,860+133.5% | $5,057+78.2% | $4,346+107.4% |
| Admin fee / account holder | $181 | $2,368-92.3% | $8,355-97.8% | $1,942-90.7% |