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 | $1,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59 |
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 | $44,073 | $81,460-45.9% | $103,333-57.3% | $80,856-45.5% |
| Participation rate | 96.9% | 66.8%+30.1pp | 74.5%+22.4pp | 67.6%+29.3pp |
| Annual return | 9.39% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,195 | $3,105-61.5% | $3,868-69.1% | $2,755-56.6% |
| Participant deferral / active EE | $2,807 | $3,869-27.5% | $5,057-44.5% | $4,296-34.7% |
| Admin fee / account holder | $11 | $6,566-99.8% | $8,355-99.9% | $6,918-99.8% |