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 | $12,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,086 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,788 | $54,701+106.2% | $86,188+30.9% | $71,457+57.8% |
| Participation rate | 91.4% | 60.1%+31.3pp | 69.0%+22.5pp | 67.9%+23.5pp |
| Annual return | 19.35% | 20.06%-0.7pp | 1168.45%-1149.1pp | 28.85%-9.5pp |
| Employer contribution / active EE | $5,013 | $1,265+296.3% | $2,380+110.6% | $2,588+93.7% |
| Participant deferral / active EE | $9,942 | $3,108+219.9% | $3,985+149.5% | $4,289+131.8% |
| Admin fee / account holder | $68 | $1,922-96.5% | $6,852-99.0% | $1,587-95.7% |