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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,245 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,231 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,575 | $78,976-46.1% | $100,383-57.6% | $74,546-42.9% |
| Participation rate | 99.2% | 79.5%+19.7pp | 81.5%+17.7pp | 67.2%+32.0pp |
| Annual return | 14.89% | 20.62%-5.7pp | 49.26%-34.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,220 | $3,019+6.7% | $3,944-18.3% | $2,624+22.7% |
| Participant deferral / active EE | $8,498 | $7,758+9.5% | $8,086+5.1% | $4,347+95.5% |
| Admin fee / account holder | $258 | $1,330-80.6% | $7,900-96.7% | $1,944-86.7% |