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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,227 | $122,693+52.6% | $184,203+1.6% | $199,593-6.2% |
| Participation rate | 92.7% | 86.8%+5.9pp | 86.8%+5.9pp | 72.0%+20.7pp |
| Annual return | 19.03% | 143.91%-124.9pp | 28.81%-9.8pp | 34.25%-15.2pp |
| Employer contribution / active EE | $7,076 | $4,584+54.3% | $6,427+10.1% | $3,034+133.2% |
| Participant deferral / active EE | $12,271 | $7,990+53.6% | $9,131+34.4% | $5,087+141.2% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |