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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,478 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,090 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,369 | $94,625-45.7% | $116,228-55.8% | $84,808-39.4% |
| Participation rate | 95.8% | 70.4%+25.4pp | 74.6%+21.3pp | 68.3%+27.5pp |
| Annual return | 10.56% | 20.40%-9.8pp | 90.06%-79.5pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,578 | $2,347-32.7% | $2,994-47.3% | $2,631-40.0% |
| Participant deferral / active EE | $1,974 | $3,972-50.3% | $4,953-60.1% | $4,212-53.1% |
| Admin fee / account holder | $28 | $10,091-99.7% | $11,989-99.8% | $7,344-99.6% |