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) | $49,302 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,357 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,545 | $98,727+4.9% | $113,168-8.5% | $85,563+21.0% |
| Participation rate | 98.8% | 80.8%+18.0pp | 76.6%+22.2pp | 66.0%+32.8pp |
| Annual return | 16.02% | 17.43%-1.4pp | 24.27%-8.2pp | 31.51%-15.5pp |
| Employer contribution / active EE | $4,797 | $2,907+65.0% | $2,975+61.2% | $2,654+80.8% |
| Participant deferral / active EE | $5,418 | $5,424-0.1% | $5,107+6.1% | $4,375+23.8% |
| Admin fee / account holder | $237 | $357-33.5% | $12,068-98.0% | $834-71.6% |