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 RETIREMENT ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,578 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $900 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,568 | $55,453-59.3% | $170,442-86.8% | $62,292-63.8% |
| Participation rate | 88.4% | 66.4%+22.0pp | 83.6%+4.8pp | 69.5%+18.9pp |
| Annual return | 16.61% | 21.38%-4.8pp | 205.93%-189.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $658 | $2,164-69.6% | $5,433-87.9% | $2,042-67.8% |
| Participant deferral / active EE | $2,328 | $2,303+1.1% | $4,939-52.9% | $3,169-26.5% |
| Admin fee / account holder | $40 | $455-91.2% | $13,880-99.7% | $479-91.7% |