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 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,133 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,370 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,939 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,812 | $49,808+10.0% | $95,745-42.8% | $74,419-26.3% |
| Participation rate | 94.2% | 66.6%+27.7pp | 72.3%+22.0pp | 70.7%+23.5pp |
| Annual return | 16.54% | 24.91%-8.4pp | 28.35%-11.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,574 | $1,639-4.0% | $2,835-44.5% | $2,637-40.3% |
| Participant deferral / active EE | $2,527 | $3,739-32.4% | $4,245-40.5% | $4,528-44.2% |
| Admin fee / account holder | $109 | $311-65.1% | $5,678-98.1% | $348-68.8% |