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 INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,021 |
Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,218 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,848 | $55,415+188.5% | $155,509+2.8% | $74,495+114.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.42% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $5,829 | $2,267+157.1% | $4,672+24.8% | $2,623+122.2% |
| Participant deferral / active EE | $4,558 | $2,836+60.7% | $5,626-19.0% | $4,346+4.9% |
| Admin fee / account holder | $162 | $1,738-90.7% | $15,912-99.0% | $1,942-91.7% |