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 6-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 | $44,062 |
LPL FINANCIAL6+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,123 | $45,031+71.3% | $85,009-9.3% | $77,671-0.7% |
| Participation rate | 73.6% | 48.7%+24.9pp | 67.5%+6.1pp | 70.6%+3.0pp |
| Annual return | 15.33% | 79.22%-63.9pp | 66.47%-51.1pp | 31.21%-15.9pp |
| Employer contribution / active EE | $1,770 | $1,609+10.0% | $2,728-35.1% | $2,726-35.1% |
| Participant deferral / active EE | $2,915 | $2,807+3.8% | $4,522-35.5% | $4,648-37.3% |
| Admin fee / account holder | $222 | $912-75.7% | $6,153-96.4% | $430-48.5% |