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 | $44,615 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,702 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,028 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,298 | $59,623+2.8% | $95,585-35.9% | $85,563-28.4% |
| Participation rate | 91.5% | 57.2%+34.3pp | 72.1%+19.4pp | 66.0%+25.5pp |
| Annual return | 13.48% | 18.22%-4.7pp | 38.56%-25.1pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,766 | $1,669+5.8% | $2,527-30.1% | $2,654-33.4% |
| Participant deferral / active EE | $2,691 | $3,357-19.8% | $4,023-33.1% | $4,375-38.5% |
| Admin fee / account holder | $225 | $650-65.4% | $6,127-96.3% | $834-73.0% |