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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,096 |
Service code 27 4340 REDWOOD HWY STE B60 · 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 | $11,350 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,893 | $69,823+33.0% | $77,163+20.4% | $74,419+24.8% |
| Participation rate | 80.0% | 70.0%+10.0pp | 69.6%+10.5pp | 70.7%+9.3pp |
| Annual return | 18.88% | 19.98%-1.1pp | 37.87%-19.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,784 | $2,150-17.0% | $2,535-29.6% | $2,637-32.4% |
| Participant deferral / active EE | $3,788 | $3,558+6.5% | $3,833-1.2% | $4,528-16.3% |
| Admin fee / account holder | $181 | $398-54.5% | $5,472-96.7% | $348-48.0% |