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 10-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 | $42,635 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Other Commissions | $19,602 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,467 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,127 | $101,317-51.5% | $146,958-66.6% | $74,495-34.1% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.6pp |
| Annual return | 24.95% | 8730.91%-8706.0pp | 418.34%-393.4pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $2,919 | $3,810-23.4% | $4,933-40.8% | $2,623+11.3% |
| Participant deferral / active EE | $7,703 | $7,303+5.5% | $8,070-4.6% | $4,346+77.2% |
| Admin fee / account holder | $223 | $1,739-87.2% | $12,998-98.3% | $1,942-88.5% |