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 | $14,822 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $13,588 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,700 | $55,415-60.8% | $155,509-86.0% | $74,495-70.9% |
| Participation rate | 97.4% | 61.9%+35.4pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 18.73% | 268.50%-249.8pp | 64.67%-45.9pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $810 | $2,267-64.3% | $4,672-82.7% | $2,623-69.1% |
| Participant deferral / active EE | $1,538 | $2,836-45.8% | $5,626-72.7% | $4,346-64.6% |
| Admin fee / account holder | $165 | $1,738-90.5% | $15,912-99.0% | $1,942-91.5% |