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 |
|---|---|---|
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $5,970 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,315 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $483 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,429 | $61,272-69.9% | $149,673-87.7% | $71,457-74.2% |
| Participation rate | 94.3% | 62.5%+31.8pp | 78.8%+15.5pp | 67.9%+26.4pp |
| Annual return | 23.01% | 35.85%-12.8pp | 134.42%-111.4pp | 28.85%-5.8pp |
| Employer contribution / active EE | $2,589 | $2,378+8.9% | $4,818-46.3% | $2,588+0.1% |
| Participant deferral / active EE | $3,641 | $2,917+24.8% | $5,680-35.9% | $4,289-15.1% |
| Admin fee / account holder | $17 | $1,261-98.6% | $13,210-99.9% | $1,587-98.9% |