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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,221 | $55,415-59.9% | $155,509-85.7% | $74,495-70.2% |
| Participation rate | 79.7% | 61.9%+17.8pp | 78.2%+1.5pp | 67.2%+12.5pp |
| Annual return | 11.88% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,442 | $2,267-36.4% | $4,672-69.1% | $2,623-45.0% |
| Participant deferral / active EE | $2,356 | $2,836-16.9% | $5,626-58.1% | $4,346-45.8% |
| Admin fee / account holder | $140 | $1,738-91.9% | $15,912-99.1% | $1,942-92.8% |