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 GROUP3 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASONBURY, CT 06033 | Other Commissions | $8,201 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,368 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $662 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,084 | $55,415-58.3% | $155,509-85.2% | $74,495-69.0% |
| Participation rate | 94.9% | 61.9%+32.9pp | 78.2%+16.7pp | 67.2%+27.7pp |
| Annual return | 14.04% | 268.50%-254.5pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,914 | $2,267-15.6% | $4,672-59.0% | $2,623-27.0% |
| Participant deferral / active EE | $3,167 | $2,836+11.7% | $5,626-43.7% | $4,346-27.1% |
| Admin fee / account holder | $39 | $1,738-97.8% | $15,912-99.8% | $1,942-98.0% |