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 4-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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,924 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,198 |
EVEREN SECURITIES INC2+ years Service code 55 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,528 | $74,188-2.2% | $115,756-37.3% | $64,808+11.9% |
| Participation rate | 86.4% | 76.2%+10.2pp | 77.1%+9.3pp | 71.5%+14.9pp |
| Annual return | -1.28% | -11.81%+10.5pp | 143.14%-144.4pp | 32.82%-34.1pp |
| Employer contribution / active EE | $3,918 | $3,365+16.4% | $3,793+3.3% | $2,506+56.3% |
| Participant deferral / active EE | $6,124 | $5,294+15.7% | $6,254-2.1% | $4,310+42.1% |
| Admin fee / account holder | $79 | $148-46.8% | $8,124-99.0% | $188-57.9% |