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 | $15,676 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,394 | $59,417+119.5% | $93,606+39.3% | $74,495+75.0% |
| Participation rate | 87.3% | 59.7%+27.7pp | 68.7%+18.6pp | 67.2%+20.1pp |
| Annual return | 15.79% | 81.83%-66.0pp | 133.20%-117.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,840 | $1,264+283.0% | $2,420+100.0% | $2,623+84.5% |
| Participant deferral / active EE | $9,386 | $3,050+207.7% | $4,411+112.8% | $4,346+116.0% |
| Admin fee / account holder | $70 | $3,021-97.7% | $8,285-99.2% | $1,942-96.4% |