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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,736 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,815 | $65,435-25.4% | $86,677-43.7% | $66,914-27.0% |
| Participation rate | 90.5% | 75.5%+15.0pp | 76.6%+13.9pp | 69.8%+20.7pp |
| Annual return | -16.33% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,180 | $2,153-45.2% | $2,836-58.4% | $2,544-53.6% |
| Participant deferral / active EE | $3,391 | $4,100-17.3% | $4,656-27.2% | $4,237-20.0% |
| Admin fee / account holder | $261 | $642-59.3% | $7,493-96.5% | $593-56.0% |