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 9-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 | $34,772 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,761 | $72,254-47.7% | $86,677-56.4% | $64,808-41.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.6%+6.8pp | 71.5%+11.9pp |
| Annual return | -16.28% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,271 | $2,393-46.9% | $2,836-55.2% | $2,506-49.3% |
| Participant deferral / active EE | $3,241 | $4,658-30.4% | $4,656-30.4% | $4,310-24.8% |
| Admin fee / account holder | $196 | $174+12.9% | $7,493-97.4% | $188+4.5% |