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 6-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 | $105,252 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,508 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $35 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,206 | $81,908+21.1% | $90,749+9.3% | $64,808+53.1% |
| Participation rate | 96.8% | 80.5%+16.4pp | 75.7%+21.1pp | 71.5%+25.4pp |
| Annual return | -15.83% | -12.53%-3.3pp | -12.16%-3.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $4,200 | $3,065+37.0% | $2,921+43.8% | $2,506+67.6% |
| Participant deferral / active EE | $8,859 | $4,840+83.0% | $4,564+94.1% | $4,310+105.5% |
| Admin fee / account holder | $169 | $157+7.4% | $8,445-98.0% | $188-10.1% |