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 4-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,518 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $34,020 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,179 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,020 | $85,515-50.9% | $112,040-62.5% | $67,986-38.2% |
| Participation rate | 97.4% | 68.2%+29.1pp | 76.5%+20.9pp | 57.2%+40.1pp |
| Annual return | 16.50% | 29.68%-13.2pp | 24.52%-8.0pp | 31.67%-15.2pp |
| Employer contribution / active EE | $6,057 | $2,191+176.4% | $2,954+105.0% | $2,019+200.0% |
| Participant deferral / active EE | $4,648 | $4,014+15.8% | $5,098-8.8% | $3,358+38.4% |
| Admin fee / account holder | $280 | $3,774-92.6% | $12,098-97.7% | $3,203-91.3% |