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 |
|---|---|---|
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $30,448 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,046 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,209 | $61,272-18.1% | $149,673-66.5% | $71,457-29.7% |
| Participation rate | 95.3% | 62.5%+32.8pp | 78.8%+16.5pp | 67.9%+27.4pp |
| Annual return | 18.06% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,163 | $2,378+33.0% | $4,818-34.4% | $2,588+22.2% |
| Participant deferral / active EE | $3,475 | $2,917+19.1% | $5,680-38.8% | $4,289-19.0% |
| Admin fee / account holder | $197 | $1,261-84.4% | $13,210-98.5% | $1,587-87.6% |