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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,055 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,985 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,768 | $53,199-19.6% | $155,567-72.5% | $199,768-78.6% |
| Participation rate | 93.5% | 64.1%+29.4pp | 78.2%+15.3pp | 72.0%+21.5pp |
| Annual return | 13.86% | 41.17%-27.3pp | 64.74%-50.9pp | 34.26%-20.4pp |
| Employer contribution / active EE | $2,619 | $1,852+41.4% | $4,674-44.0% | $3,037-13.8% |
| Participant deferral / active EE | $4,626 | $3,163+46.2% | $5,628-17.8% | $5,090-9.1% |
| Admin fee / account holder | $58 | $186-68.6% | $15,916-99.6% | $269-78.4% |