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 | $87,870-52.2% | $113,168-62.9% | $74,304-43.4% |
| Participation rate | 97.4% | 70.7%+26.6pp | 76.6%+20.8pp | 60.3%+37.0pp |
| Annual return | 16.50% | 26.44%-9.9pp | 24.27%-7.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $6,057 | $2,277+166.0% | $2,975+103.6% | $2,241+170.3% |
| Participant deferral / active EE | $4,648 | $4,241+9.6% | $5,107-9.0% | $3,767+23.4% |
| Admin fee / account holder | $280 | $3,368-91.7% | $12,068-97.7% | $2,969-90.6% |