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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $172,979 |
Service code 27 1230 PEACHTREE ST NE STE 3800 · ATLANTA, GA 303093596 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,746 | $52,525+2.3% | $117,472-54.2% | $77,904-31.0% |
| Participation rate | 99.8% | 61.6%+38.2pp | 70.6%+29.2pp | 73.7%+26.1pp |
| Annual return | -15.74% | -13.76%-2.0pp | 29.74%-45.5pp | 12.21%-27.9pp |
| Employer contribution / active EE | $5,384 | $2,166+148.6% | $4,176+28.9% | $2,848+89.1% |
| Participant deferral / active EE | $4,499 | $3,087+45.7% | $4,070+10.5% | $4,806-6.4% |
| Admin fee / account holder | $70 | $99-29.7% | $5,645-98.8% | $133-47.3% |