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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,875 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,926 | $88,982+11.2% | $102,438-3.4% | $77,671+27.4% |
| Participation rate | 96.6% | 80.9%+15.7pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 17.41% | 25.01%-7.6pp | 29.37%-12.0pp | 31.21%-13.8pp |
| Employer contribution / active EE | $1,534 | $2,698-43.1% | $3,024-49.3% | $2,726-43.7% |
| Participant deferral / active EE | $4,925 | $5,144-4.2% | $5,054-2.5% | $4,648+6.0% |
| Admin fee / account holder | $14 | $236-94.1% | $9,448-99.9% | $430-96.8% |