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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,096 |
JOHNSON WEALTH INC2 years Service code 27 555 MAIN ST STE 460 · RACINE, WI 53403 | Advisory (Plan) | $29,784 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,481 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,616 | $150,541-64.4% | $145,433-63.1% | $103,975-48.4% |
| Participation rate | 74.2% | 81.1%-6.9pp | 82.1%-7.9pp | 72.5%+1.7pp |
| Annual return | 34.99% | 20.73%+14.3pp | 66.58%-31.6pp | 19.41%+15.6pp |
| Employer contribution / active EE | $2,066 | $5,177-60.1% | $4,554-54.6% | $3,722-44.5% |
| Participant deferral / active EE | $4,815 | $9,456-49.1% | $7,897-39.0% | $5,343-9.9% |
| Admin fee / account holder | $94 | $165-42.8% | $13,129-99.3% | $332-71.6% |