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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,271 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,742 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,815 | $48,750+164.2% | $88,946+44.8% | $74,304+73.4% |
| Participation rate | 86.5% | 44.5%+42.0pp | 68.8%+17.7pp | 60.3%+26.2pp |
| Annual return | 19.26% | 25.91%-6.6pp | 57.82%-38.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $5,664 | $1,255+351.3% | $2,555+121.7% | $2,241+152.7% |
| Participant deferral / active EE | $11,701 | $2,423+382.9% | $4,581+155.4% | $3,767+210.6% |
| Admin fee / account holder | $104 | $3,756-97.2% | $8,261-98.7% | $2,969-96.5% |