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 | $16,154 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,037 | $88,083-4.6% | $164,813-49.0% | $74,495+12.8% |
| Participation rate | 97.7% | 73.0%+24.7pp | 78.6%+19.1pp | 67.2%+30.5pp |
| Annual return | 15.32% | 17.26%-1.9pp | 69.93%-54.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $6,477 | $2,593+149.8% | $4,341+49.2% | $2,623+146.9% |
| Participant deferral / active EE | $8,708 | $4,498+93.6% | $6,031+44.4% | $4,346+100.4% |
| Admin fee / account holder | $96 | $2,234-95.7% | $12,690-99.2% | $1,942-95.1% |