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 9-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 | $31,994 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $21,741 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,267 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,576 | $31,038+34.0% | $65,255-36.3% | $74,419-44.1% |
| Participation rate | 76.3% | 66.9%+9.3pp | 65.0%+11.3pp | 70.7%+5.5pp |
| Annual return | 85.39% | 38.60%+46.8pp | 47.35%+38.0pp | 34.38%+51.0pp |
| Employer contribution / active EE | $3,037 | $1,188+155.6% | $1,691+79.6% | $2,637+15.1% |
| Participant deferral / active EE | $8,995 | $2,792+222.2% | $2,831+217.8% | $4,528+98.7% |
| Admin fee / account holder | $184 | $299-38.5% | $4,112-95.5% | $348-47.2% |