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 | $19,778 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $19,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,741 | $96,484+11.7% | $156,263-31.1% | $74,304+45.0% |
| Participation rate | 82.4% | 67.7%+14.7pp | 78.9%+3.5pp | 60.3%+22.0pp |
| Annual return | 15.80% | 17.73%-1.9pp | 59.47%-43.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $4,236 | $2,528+67.5% | $4,333-2.3% | $2,241+89.0% |
| Participant deferral / active EE | $4,032 | $4,286-5.9% | $6,158-34.5% | $3,767+7.0% |
| Admin fee / account holder | $202 | $3,728-94.6% | $14,255-98.6% | $2,969-93.2% |