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 | $36,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $846 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,667 | $72,607-22.0% | $90,749-37.6% | $66,914-15.3% |
| Participation rate | 97.9% | 73.7%+24.3pp | 75.7%+22.2pp | 69.8%+28.1pp |
| Annual return | -17.42% | -12.28%-5.1pp | -12.16%-5.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,946 | $2,369+24.4% | $2,921+0.9% | $2,544+15.8% |
| Participant deferral / active EE | $4,666 | $3,977+17.3% | $4,564+2.2% | $4,237+10.1% |
| Admin fee / account holder | $63 | $707-91.2% | $8,445-99.3% | $593-89.5% |