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 5-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 O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $173,626 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $83,606 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $1,200 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,948 | $148,970+26.2% | $136,007+38.2% | $199,593-5.8% |
| Participation rate | 96.6% | 79.4%+17.2pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 13.46% | 27.07%-13.6pp | 579.32%-565.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $5,177 | $3,561+45.4% | $4,217+22.8% | $3,034+70.6% |
| Participant deferral / active EE | $9,119 | $6,140+48.5% | $7,025+29.8% | $5,087+79.3% |
| Admin fee / account holder | $111 | $144-22.7% | $6,858-98.4% | $269-58.6% |