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 | $3,656 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,299 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,047 | $54,517+133.0% | $75,972+67.2% | $74,495+70.5% |
| Participation rate | 88.9% | 60.3%+28.6pp | 69.1%+19.9pp | 67.2%+21.7pp |
| Annual return | 15.56% | 31.82%-16.3pp | 359.55%-344.0pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,375 | $1,777+33.6% | $2,685-11.6% | $2,623-9.5% |
| Participant deferral / active EE | $6,187 | $3,066+101.8% | $4,255+45.4% | $4,346+42.4% |
| Admin fee / account holder | $25 | $2,229-98.9% | $6,467-99.6% | $1,942-98.7% |