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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,470 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,772 | $56,503-31.4% | $70,092-44.7% | $64,808-40.2% |
| Participation rate | 92.6% | 70.5%+22.2pp | 70.5%+22.2pp | 71.5%+21.2pp |
| Annual return | -15.70% | -13.44%-2.3pp | 190.73%-206.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,036 | $2,046-0.5% | $2,559-20.4% | $2,506-18.7% |
| Participant deferral / active EE | $7,120 | $3,389+110.1% | $3,849+85.0% | $4,310+65.2% |
| Admin fee / account holder | $189 | $160+17.7% | $6,267-97.0% | $188+0.5% |