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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,774 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,315 | $54,193+29.7% | $93,654-24.9% | $77,671-9.5% |
| Participation rate | 89.7% | 63.9%+25.8pp | 68.7%+21.0pp | 70.6%+19.2pp |
| Annual return | 13.61% | 30.54%-16.9pp | 133.34%-119.7pp | 31.21%-17.6pp |
| Employer contribution / active EE | $707 | $1,168-39.5% | $2,421-70.8% | $2,726-74.1% |
| Participant deferral / active EE | $4,605 | $3,144+46.5% | $4,413+4.3% | $4,648-0.9% |
| Admin fee / account holder | $136 | $576-76.4% | $8,282-98.4% | $430-68.4% |