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 | $55,932+33.1% | $76,735-3.0% | $67,986+9.5% |
| Participation rate | 81.5% | 50.8%+30.7pp | 69.5%+12.0pp | 57.2%+24.3pp |
| Annual return | 15.01% | 23.10%-8.1pp | 29.77%-14.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $5,591 | $1,487+276.1% | $2,454+127.8% | $2,019+177.0% |
| Participant deferral / active EE | $10,148 | $2,558+296.7% | $4,088+148.2% | $3,358+202.2% |
| Admin fee / account holder | $269 | $4,907-94.5% | $7,189-96.3% | $3,203-91.6% |