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 | $62,624-34.9% | $177,989-77.1% | $77,643-47.5% |
| Participation rate | 72.3% | 66.8%+5.5pp | 77.1%-4.8pp | 70.6%+1.8pp |
| Annual return | 16.14% | 16.16%0pp | 294.48%-278.3pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,206 | $1,909+67.9% | $3,949-18.8% | $2,726+17.6% |
| Participant deferral / active EE | $5,540 | $4,219+31.3% | $6,276-11.7% | $4,647+19.2% |
| Admin fee / account holder | $45 | $386-88.4% | $10,363-99.6% | $430-89.6% |