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 | $28,737 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,662 |
Employer contribution per participant 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 | $169,105 | $132,049+28.1% | $200,582-15.7% | $74,304+127.6% |
| Participation rate | 96.0% | 84.1%+11.9pp | 86.9%+9.1pp | 60.3%+35.6pp |
| Annual return | 18.09% | 22.22%-4.1pp | 42.33%-24.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,685 | $7,213+20.4% | $9,331-6.9% | $3,767+130.5% |
| Admin fee / account holder | $110 | $2,405-95.4% | $16,305-99.3% | $2,969-96.3% |