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 | $26,314 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $21,055 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,750 | $56,423+21.8% | $77,163-10.9% | $71,457-3.8% |
| Participation rate | 91.2% | 64.3%+26.9pp | 69.6%+21.6pp | 67.9%+23.3pp |
| Annual return | 17.55% | 19.05%-1.5pp | 37.87%-20.3pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,640 | $1,866+95.0% | $2,535+43.6% | $2,588+40.7% |
| Participant deferral / active EE | $5,111 | $3,142+62.7% | $3,833+33.3% | $4,289+19.2% |
| Admin fee / account holder | $249 | $1,429-82.6% | $5,472-95.4% | $1,587-84.3% |