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 8-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,230 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,582 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,754 | $62,688-35.0% | $178,014-77.1% | $77,671-47.5% |
| Participation rate | 72.3% | 66.9%+5.4pp | 77.1%-4.8pp | 70.6%+1.7pp |
| Annual return | 16.14% | 16.16%0pp | 294.80%-278.7pp | 31.21%-15.1pp |
| Employer contribution / active EE | $3,206 | $1,912+67.7% | $3,950-18.8% | $2,726+17.6% |
| Participant deferral / active EE | $5,540 | $4,224+31.2% | $6,276-11.7% | $4,648+19.2% |
| Admin fee / account holder | $45 | $386-88.5% | $10,362-99.6% | $430-89.6% |