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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,987 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,602 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,855 | $59,054+1.4% | $97,226-38.4% | $77,643-22.9% |
| Participation rate | 91.2% | 67.9%+23.3pp | 72.7%+18.5pp | 70.6%+20.6pp |
| Annual return | 12.88% | 16.96%-4.1pp | 75.13%-62.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,662 | $1,742-4.6% | $2,729-39.1% | $2,726-39.0% |
| Participant deferral / active EE | $2,573 | $3,930-34.5% | $4,264-39.7% | $4,647-44.6% |
| Admin fee / account holder | $248 | $346-28.4% | $5,654-95.6% | $430-42.4% |