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 | $38,421 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,656 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,695 | $92,055-9.1% | $106,213-21.2% | $77,643+7.8% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 16.80% | 17.91%-1.1pp | 116.14%-99.3pp | 31.24%-14.4pp |
| Employer contribution / active EE | $4,415 | $3,367+31.1% | $3,171+39.2% | $2,726+62.0% |
| Participant deferral / active EE | $5,083 | $5,386-5.6% | $5,016+1.3% | $4,647+9.4% |
| Admin fee / account holder | $126 | $219-42.3% | $11,033-98.9% | $430-70.6% |