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 | $22,046 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $7,500 |
Service code 10 7025 ALBERT PICK RD STE 300 · GREENSBORO, NC 27409 | Accounting | $7,350 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,195 |
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 | $64,034 | $59,054+8.4% | $97,226-34.1% | $77,643-17.5% |
| Participation rate | 87.4% | 67.9%+19.5pp | 72.7%+14.7pp | 70.6%+16.8pp |
| Annual return | 11.99% | 16.96%-5.0pp | 75.13%-63.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,922 | $1,742+10.3% | $2,729-29.6% | $2,726-29.5% |
| Participant deferral / active EE | $2,647 | $3,930-32.6% | $4,264-37.9% | $4,647-43.0% |
| Admin fee / account holder | $139 | $346-59.9% | $5,654-97.5% | $430-67.8% |