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 | $18,487 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,724 | $89,436-17.6% | $164,813-55.3% | $77,643-5.0% |
| Participation rate | 83.8% | 78.6%+5.2pp | 78.6%+5.2pp | 70.6%+13.2pp |
| Annual return | 17.12% | 28.83%-11.7pp | 69.93%-52.8pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,314 | $2,569-9.9% | $4,341-46.7% | $2,726-15.1% |
| Participant deferral / active EE | $4,761 | $4,897-2.8% | $6,031-21.1% | $4,647+2.4% |
| Admin fee / account holder | $94 | $339-72.2% | $12,690-99.3% | $430-78.1% |