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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,022 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,718 | $110,299-5.1% | $102,423+2.2% | $199,593-47.5% |
| Participation rate | 80.3% | 86.3%-6.0pp | 76.5%+3.8pp | 72.0%+8.3pp |
| Annual return | 12.88% | 35.73%-22.9pp | 29.32%-16.4pp | 34.25%-21.4pp |
| Employer contribution / active EE | $2,251 | $3,603-37.5% | $3,023-25.5% | $3,034-25.8% |
| Participant deferral / active EE | $3,490 | $6,376-45.3% | $5,053-30.9% | $5,087-31.4% |
| Admin fee / account holder | $19 | $122-84.1% | $9,451-99.8% | $269-92.7% |