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 8-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96,828 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,055 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $30 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,338 | $79,124+52.1% | $60,874+97.7% | $64,808+85.7% |
| Participation rate | 95.2% | 77.7%+17.5pp | 73.1%+22.1pp | 71.5%+23.7pp |
| Annual return | -15.38% | -7.13%-8.2pp | 16.90%-32.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $11,521 | $3,050+277.7% | $2,701+326.5% | $2,506+359.8% |
| Participant deferral / active EE | $9,648 | $3,725+159.0% | $3,817+152.8% | $4,310+123.8% |
| Admin fee / account holder | $142 | $106+34.6% | $3,224-95.6% | $188-24.3% |