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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $152,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $62,844 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 4722 N 24TH STREET #300 · PHOENIX, AZ 85016 | Accounting | $18,020 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,174 | $140,190+20.7% | $115,756+46.1% | $77,904+117.2% |
| Participation rate | 93.3% | 81.0%+12.3pp | 77.1%+16.2pp | 73.7%+19.6pp |
| Annual return | -15.44% | -13.46%-2.0pp | 143.14%-158.6pp | 12.21%-27.6pp |
| Employer contribution / active EE | $5,257 | $3,169+65.9% | $3,793+38.6% | $2,848+84.6% |
| Participant deferral / active EE | $9,023 | $5,401+67.1% | $6,254+44.3% | $4,806+87.7% |
| Admin fee / account holder | $124 | $138-10.5% | $8,124-98.5% | $133-6.6% |