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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,551 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,458 | $59,097+26.0% | $82,389-9.6% | $74,304+0.2% |
| Participation rate | 81.5% | 52.8%+28.8pp | 69.5%+12.0pp | 60.3%+21.2pp |
| Annual return | 15.01% | 22.85%-7.8pp | 28.67%-13.7pp | 29.43%-14.4pp |
| Employer contribution / active EE | $5,591 | $1,601+249.3% | $2,517+122.1% | $2,241+149.5% |
| Participant deferral / active EE | $10,148 | $2,775+265.6% | $4,155+144.3% | $3,767+169.4% |
| Admin fee / account holder | $269 | $4,489-94.0% | $7,231-96.3% | $2,969-90.9% |