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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $112,921 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,195 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,792 | $108,719+197.8% | $101,326+219.6% | $85,563+278.4% |
| Participation rate | 97.4% | 80.9%+16.5pp | 81.5%+15.9pp | 66.0%+31.5pp |
| Annual return | 14.84% | 20.95%-6.1pp | 36.82%-22.0pp | 31.51%-16.7pp |
| Employer contribution / active EE | $12,606 | $3,114+304.8% | $3,665+243.9% | $2,654+375.1% |
| Participant deferral / active EE | $13,551 | $8,545+58.6% | $7,994+69.5% | $4,375+209.7% |
| Admin fee / account holder | $161 | $685-76.5% | $11,185-98.6% | $834-80.7% |