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 |
|---|---|---|
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $17,102 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,646 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,764 | $82,664-26.5% | $125,339-51.5% | $68,494-11.3% |
| Participation rate | 98.9% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -15.08% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,459 | $3,381+31.9% | $4,814-7.4% | $2,596+71.7% |
| Participant deferral / active EE | $9,095 | $6,110+48.8% | $7,446+22.1% | $4,027+125.8% |
| Admin fee / account holder | $257 | $6,275-95.9% | $10,010-97.4% | $5,403-95.2% |