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 | $133,086 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,322 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,495 | $66,457+33.2% | $81,382+8.7% | $77,643+14.0% |
| Participation rate | 93.9% | 68.7%+25.2pp | 69.5%+24.4pp | 70.6%+23.3pp |
| Annual return | 13.19% | 15.93%-2.7pp | 24.73%-11.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,361 | $2,159+55.7% | $2,463+36.5% | $2,726+23.3% |
| Participant deferral / active EE | $3,664 | $3,679-0.4% | $3,883-5.6% | $4,647-21.2% |
| Admin fee / account holder | $252 | $583-56.8% | $5,768-95.6% | $430-41.6% |