Filed April 29, 2024
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 | $36,476 |
Service code 27 6721 COLUMBIA GATEWAY DR STE 100 · COLUMBIA, MD 21046 | Advisory (Plan) | $7,989 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,011 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,356 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,052 | $49,915-41.8% | $154,803-81.2% | $74,304-60.9% |
| Participation rate | 96.9% | 54.0%+42.9pp | 78.1%+18.8pp | 60.3%+36.5pp |
| Annual return | 12.91% | 34.06%-21.2pp | 58.88%-46.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,744 | $1,611+8.2% | $4,305-59.5% | $2,241-22.2% |
| Participant deferral / active EE | $2,266 | $2,255+0.5% | $5,540-59.1% | $3,767-39.8% |
| Admin fee / account holder | $185 | $2,189-91.5% | $14,329-98.7% | $2,969-93.8% |