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 LLC3 years Service code 27 312 SE STONEMILL DR STE 160 · VANCOUVER, WA 986843514 | Advisory (Plan) | $11,238 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,969 |
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 | $65,025 | $91,538-29.0% | $129,995-50.0% | $75,163-13.5% |
| Participation rate | 94.9% | 71.4%+23.4pp | 78.5%+16.4pp | 67.2%+27.7pp |
| Annual return | 17.37% | -631.11%+648.5pp | -137.18%+154.5pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,068 | $2,845+7.8% | $4,320-29.0% | $2,670+14.9% |
| Participant deferral / active EE | $6,592 | $4,341+51.8% | $5,820+13.3% | $4,125+59.8% |
| Admin fee / account holder | $177 | $6,790-97.4% | $10,614-98.3% | $5,651-96.9% |