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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70,944 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $61,717 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,722 |
Service code 10 9601 MCALLISTER FREEWAY · SAN ANTONIO, TX 78216 | Accounting | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,407 | $82,917-25.9% | $103,333-40.6% | $77,643-20.9% |
| Participation rate | 98.2% | 71.6%+26.7pp | 74.5%+23.7pp | 70.6%+27.6pp |
| Annual return | 11.91% | 19.13%-7.2pp | 24.88%-13.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,243 | $3,552-36.9% | $3,868-42.0% | $2,726-17.7% |
| Participant deferral / active EE | $6,087 | $4,108+48.2% | $5,057+20.4% | $4,647+31.0% |
| Admin fee / account holder | $266 | $638-58.3% | $8,355-96.8% | $430-38.1% |