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 9-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 | $5,464 |
THE RETIREMENT ADVANTAGE INC2 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $1,480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $712 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,364 | $72,607-5.8% | $90,749-24.7% | $66,914+2.2% |
| Participation rate | 83.7% | 73.7%+10.0pp | 75.7%+8.0pp | 69.8%+13.9pp |
| Annual return | -7.89% | -12.28%+4.4pp | -12.16%+4.3pp | 1.58%-9.5pp |
| Employer contribution / active EE | $5,945 | $2,369+151.0% | $2,921+103.5% | $2,544+133.7% |
| Participant deferral / active EE | $12,369 | $3,977+211.0% | $4,564+171.0% | $4,237+191.9% |
| Admin fee / account holder | $45 | $707-93.6% | $8,445-99.5% | $593-92.4% |