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 | $54,842 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,139 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,030 | $87,870-35.1% | $113,168-49.6% | $74,304-23.2% |
| Participation rate | 91.5% | 70.7%+20.7pp | 76.6%+14.9pp | 60.3%+31.1pp |
| Annual return | 11.90% | 26.44%-14.5pp | 24.27%-12.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,337 | $2,277-41.3% | $2,975-55.1% | $2,241-40.4% |
| Participant deferral / active EE | $3,751 | $4,241-11.6% | $5,107-26.5% | $3,767-0.4% |
| Admin fee / account holder | $178 | $3,368-94.7% | $12,068-98.5% | $2,969-94.0% |