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 | $27,738 |
Service code 27 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $19,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,602 |
Service code 99 PO BOX 2590 · FORT SMITH, AR 75902 | Other Fees | $5,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,405 | $59,417-30.3% | $93,606-55.8% | $74,495-44.4% |
| Participation rate | 87.1% | 59.7%+27.4pp | 68.7%+18.4pp | 67.2%+19.9pp |
| Annual return | 11.41% | 81.83%-70.4pp | 133.20%-121.8pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $811 | $1,264-35.8% | $2,420-66.5% | $2,623-69.1% |
| Participant deferral / active EE | $3,611 | $3,050+18.4% | $4,411-18.1% | $4,346-16.9% |
| Admin fee / account holder | $281 | $3,021-90.7% | $8,285-96.6% | $1,942-85.5% |