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 55 5707 SOUTHWEST PKWY · TRAVIS COUNTY, TX 78735 | Other Commissions | $14,985 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,022 |
Service code 27 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Advisory (Plan) | $3,987 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,099 | $81,900+30.8% | $119,609-10.5% | $68,494+56.4% |
| Participation rate | 77.3% | 71.9%+5.4pp | 79.3%-1.9pp | 67.9%+9.4pp |
| Annual return | -4.98% | -23.82%+18.8pp | -14.97%+10.0pp | -7.84%+2.9pp |
| Employer contribution / active EE | $2,330 | $2,693-13.5% | $4,232-44.9% | $2,596-10.3% |
| Participant deferral / active EE | $5,836 | $4,148+40.7% | $5,602+4.2% | $4,027+44.9% |
| Admin fee / account holder | $164 | $6,582-97.5% | $10,323-98.4% | $5,403-97.0% |