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 | $4,331 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,223 | $59,097+135.6% | $82,389+69.0% | $74,304+87.4% |
| Participation rate | 90.2% | 52.8%+37.5pp | 69.5%+20.7pp | 60.3%+29.9pp |
| Annual return | 14.83% | 22.85%-8.0pp | 28.67%-13.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,478 | $1,601+54.8% | $2,517-1.5% | $2,241+10.6% |
| Participant deferral / active EE | $6,613 | $2,775+138.3% | $4,155+59.2% | $3,767+75.5% |
| Admin fee / account holder | $27 | $4,489-99.4% | $7,231-99.6% | $2,969-99.1% |