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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,035 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,239 | $49,451+127.0% | $79,550+41.1% | $66,914+67.7% |
| Participation rate | 91.4% | 61.3%+30.1pp | 69.5%+22.0pp | 69.8%+21.6pp |
| Annual return | -14.85% | 84.25%-99.1pp | 0.16%-15.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,186 | $1,266+309.8% | $2,413+114.9% | $2,544+103.8% |
| Participant deferral / active EE | $10,504 | $3,159+232.6% | $3,985+163.6% | $4,237+147.9% |
| Admin fee / account holder | $51 | $595-91.4% | $6,832-99.2% | $593-91.3% |