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 | $12,612 |
THE RETIREMENT ADVANTAGE INC4 years Service code 99 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Other Fees | $1,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,386 | $78,485+50.8% | $106,213+11.5% | $74,495+58.9% |
| Participation rate | 84.4% | 72.8%+11.6pp | 75.3%+9.1pp | 67.2%+17.2pp |
| Annual return | 23.28% | 15.95%+7.3pp | 116.14%-92.9pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $7,010 | $2,523+177.9% | $3,171+121.0% | $2,623+167.3% |
| Participant deferral / active EE | $14,864 | $4,322+243.9% | $5,016+196.3% | $4,346+242.0% |
| Admin fee / account holder | $92 | $2,232-95.9% | $11,033-99.2% | $1,942-95.3% |