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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,755 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILAGE, CO 80111 | Investment Management | $745 |
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 | $43,128 | $74,927-42.4% | $101,794-57.6% | $84,808-49.1% |
| Participation rate | 95.7% | 61.4%+34.3pp | 69.2%+26.5pp | 68.3%+27.4pp |
| Annual return | -39.79% | 18.70%-58.5pp | 30.53%-70.3pp | 40.90%-80.7pp |
| Employer contribution / active EE | $1,107 | $1,522-27.3% | $2,289-51.6% | $2,631-57.9% |
| Participant deferral / active EE | $4,179 | $3,099+34.8% | $4,084+2.3% | $4,212-0.8% |
| Admin fee / account holder | $35 | $6,514-99.5% | $8,777-99.6% | $7,344-99.5% |