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 | $70,270 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $62,373 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,833 | $82,202-19.9% | $125,339-47.5% | $64,808+1.6% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.8pp |
| Annual return | -4.51% | 3.48%-8.0pp | 572.05%-576.6pp | 32.82%-37.3pp |
| Employer contribution / active EE | $1,014 | $3,615-71.9% | $4,814-78.9% | $2,506-59.5% |
| Participant deferral / active EE | $6,234 | $7,175-13.1% | $7,446-16.3% | $4,310+44.6% |
| Admin fee / account holder | $191 | $163+16.9% | $10,010-98.1% | $188+1.6% |