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 | $7,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,061 |
THE RETIREMENT ADVANTAGE INC3 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $2,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,156 | $71,516+23.3% | $98,439-10.4% | $71,457+23.4% |
| Participation rate | 88.5% | 72.7%+15.8pp | 75.2%+13.4pp | 67.9%+20.6pp |
| Annual return | 21.74% | 32.41%-10.7pp | 21.16%+0.6pp | 28.85%-7.1pp |
| Employer contribution / active EE | $7,382 | $2,399+207.7% | $3,048+142.2% | $2,588+185.3% |
| Participant deferral / active EE | $15,452 | $4,109+276.1% | $4,738+226.1% | $4,289+260.3% |
| Admin fee / account holder | $76 | $1,675-95.4% | $8,948-99.1% | $1,587-95.2% |