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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,149 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,149 | $56,140+71.3% | $76,284+26.0% | $74,546+29.0% |
| Participation rate | 98.0% | 62.6%+35.4pp | 79.2%+18.7pp | 67.2%+30.7pp |
| Annual return | 15.99% | 13.87%+2.1pp | 13.77%+2.2pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $5,675 | $2,881+97.0% | $4,585+23.8% | $2,624+116.2% |
| Participant deferral / active EE | $12,054 | $3,154+282.1% | $5,478+120.0% | $4,347+177.3% |
| Admin fee / account holder | $46 | $776-94.1% | $5,131-99.1% | $1,944-97.6% |