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 |
|---|---|---|
VITA PLANNING GROUP LLC5 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $16,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,727 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,827 | $109,413-8.8% | $156,263-36.1% | $84,808+17.7% |
| Participation rate | 75.3% | 72.7%+2.6pp | 78.9%-3.6pp | 68.3%+7.0pp |
| Annual return | 15.30% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,021 | $2,907+38.3% | $4,333-7.2% | $2,631+52.8% |
| Participant deferral / active EE | $7,203 | $4,590+56.9% | $6,158+17.0% | $4,212+71.0% |
| Admin fee / account holder | $265 | $9,357-97.2% | $14,255-98.1% | $7,344-96.4% |