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 | $64,805 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,108 | $79,171-26.6% | $102,423-43.3% | $74,495-22.0% |
| Participation rate | 92.7% | 74.8%+17.9pp | 76.5%+16.2pp | 67.2%+25.5pp |
| Annual return | 25.45% | 54.93%-29.5pp | 29.32%-3.9pp | 1364.94%-1339.5pp |
| Employer contribution / active EE | $1,347 | $2,362-43.0% | $3,023-55.4% | $2,623-48.6% |
| Participant deferral / active EE | $3,703 | $4,415-16.1% | $5,053-26.7% | $4,346-14.8% |
| Admin fee / account holder | $231 | $2,001-88.5% | $9,451-97.6% | $1,942-88.1% |