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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,435 |
AMERICAN FUNDS3 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $21,464 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,555 | $34,677-14.8% | $77,024-61.6% | $64,808-54.4% |
| Participation rate | 90.2% | 49.8%+40.3pp | 67.9%+22.3pp | 71.5%+18.7pp |
| Annual return | -15.11% | -5.33%-9.8pp | 42.32%-57.4pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,341 | $1,370-2.1% | $2,812-52.3% | $2,506-46.5% |
| Participant deferral / active EE | $4,001 | $2,556+56.5% | $4,426-9.6% | $4,310-7.2% |
| Admin fee / account holder | $161 | $179-10.1% | $5,425-97.0% | $188-14.5% |