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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $76,293 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $38,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,962 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,981 | $56,503+68.1% | $70,092+35.5% | $64,808+46.6% |
| Participation rate | 89.9% | 70.5%+19.4pp | 70.5%+19.4pp | 71.5%+18.4pp |
| Annual return | -17.90% | -13.44%-4.5pp | 190.73%-208.6pp | 32.82%-50.7pp |
| Employer contribution / active EE | $2,224 | $2,046+8.7% | $2,559-13.1% | $2,506-11.2% |
| Participant deferral / active EE | $4,846 | $3,389+43.0% | $3,849+25.9% | $4,310+12.4% |
| Admin fee / account holder | $222 | $160+38.3% | $6,267-96.5% | $188+18.0% |