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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,956 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,016 | $59,623+84.5% | $95,585+15.1% | $85,563+28.6% |
| Participation rate | 80.4% | 57.2%+23.2pp | 72.1%+8.3pp | 66.0%+14.4pp |
| Annual return | 16.14% | 18.22%-2.1pp | 38.56%-22.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,471 | $1,669+48.0% | $2,527-2.2% | $2,654-6.9% |
| Participant deferral / active EE | $4,848 | $3,357+44.4% | $4,023+20.5% | $4,375+10.8% |
| Admin fee / account holder | $230 | $650-64.6% | $6,127-96.2% | $834-72.4% |