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 | $105,279 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,719 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,206 | $129,021+202.4% | $184,203+111.8% | $77,643+402.6% |
| Participation rate | 99.4% | 87.3%+12.0pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 16.53% | 33.27%-16.7pp | 28.81%-12.3pp | 31.24%-14.7pp |
| Employer contribution / active EE | $16,914 | $4,413+283.3% | $6,427+163.2% | $2,726+520.5% |
| Participant deferral / active EE | $13,270 | $7,297+81.9% | $9,131+45.3% | $4,647+185.6% |
| Admin fee / account holder | $299 | $254+17.9% | $13,901-97.8% | $430-30.5% |