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 | $31,378 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $25,953 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,613 | $62,127+20.1% | $81,382-8.3% | $74,495+0.2% |
| Participation rate | 91.8% | 64.0%+27.7pp | 69.5%+22.3pp | 67.2%+24.6pp |
| Annual return | 13.50% | 16.48%-3.0pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,714 | $1,882+97.3% | $2,463+50.8% | $2,623+41.6% |
| Participant deferral / active EE | $4,862 | $3,229+50.6% | $3,883+25.2% | $4,346+11.9% |
| Admin fee / account holder | $288 | $1,934-85.1% | $5,768-95.0% | $1,942-85.2% |