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 | $43,713 |
HUNNEX AND SHOEMAKER, INC.4 years Service code 13 · EIN 91-1072394 | Contract Administrator | $14,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,591 | $53,345-55.8% | $121,098-80.5% | $74,419-68.3% |
| Participation rate | 98.6% | 60.0%+38.6pp | 69.5%+29.1pp | 70.7%+27.9pp |
| Annual return | 19.07% | 35.15%-16.1pp | 985.75%-966.7pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,901 | $1,898+0.1% | $4,164-54.3% | $2,637-27.9% |
| Participant deferral / active EE | $3,209 | $3,221-0.4% | $4,080-21.3% | $4,528-29.1% |
| Admin fee / account holder | $67 | $382-82.5% | $5,644-98.8% | $348-80.8% |