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 ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $109,024 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $79,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,401 | $92,055-32.2% | $106,213-41.2% | $77,643-19.6% |
| Participation rate | 95.5% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 9.73% | 17.91%-8.2pp | 116.14%-106.4pp | 31.24%-21.5pp |
| Employer contribution / active EE | $2,453 | $3,367-27.2% | $3,171-22.7% | $2,726-10.0% |
| Participant deferral / active EE | $4,788 | $5,386-11.1% | $5,016-4.5% | $4,647+3.0% |
| Admin fee / account holder | $161 | $219-26.3% | $11,033-98.5% | $430-62.5% |