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 7-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 |
|---|---|---|
Service code 27 · EIN 20-4972254 | Advisory (Plan) | $10,022 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $6,396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,303 | $102,382-63.6% | $147,005-74.6% | $80,874-53.9% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 23.79% | 134.89%-111.1pp | 418.76%-395.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $2,249 | $3,715-39.5% | $4,934-54.4% | $2,756-18.4% |
| Participant deferral / active EE | $10,273 | $6,646+54.6% | $8,070+27.3% | $4,297+139.1% |
| Admin fee / account holder | $126 | $7,942-98.4% | $13,006-99.0% | $6,935-98.2% |