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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,398 | $102,317-5.8% | $146,958-34.4% | $80,856+19.2% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.2%+12.6pp | 67.6%+27.2pp |
| Annual return | 17.13% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,785 | $3,713-25.0% | $4,933-43.5% | $2,755+1.1% |
| Participant deferral / active EE | $10,243 | $6,644+54.2% | $8,070+26.9% | $4,296+138.4% |
| Admin fee / account holder | $30 | $7,941-99.6% | $12,998-99.8% | $6,918-99.6% |