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 | $30,485 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,768 | $65,561-19.5% | $91,541-42.4% | $74,304-29.0% |
| Participation rate | 97.4% | 56.6%+40.8pp | 69.8%+27.6pp | 60.3%+37.0pp |
| Annual return | 14.35% | 17.68%-3.3pp | 20.50%-6.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $3,331 | $1,717+94.0% | $2,505+33.0% | $2,241+48.6% |
| Participant deferral / active EE | $4,200 | $2,918+43.9% | $4,008+4.8% | $3,767+11.5% |
| Admin fee / account holder | $292 | $3,333-91.2% | $6,956-95.8% | $2,969-90.2% |