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 | $14,715 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $12,404 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,791 | $72,137-69.8% | $142,449-84.7% | $71,457-69.5% |
| Participation rate | 99.4% | 71.7%+27.7pp | 76.8%+22.6pp | 67.9%+31.4pp |
| Annual return | 50.42% | 21.15%+29.3pp | 19.99%+30.4pp | 28.85%+21.6pp |
| Employer contribution / active EE | $2,325 | $3,793-38.7% | $4,847-52.0% | $2,588-10.2% |
| Participant deferral / active EE | $7,906 | $5,280+49.7% | $6,283+25.8% | $4,289+84.3% |
| Admin fee / account holder | $98 | $1,433-93.2% | $10,011-99.0% | $1,587-93.8% |