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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,456 |
LPL FINANCIAL10+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $34,018 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,429 | $83,369-52.7% | $105,223-62.5% | $67,986-42.0% |
| Participation rate | 78.8% | 56.3%+22.5pp | 75.0%+3.7pp | 57.2%+21.6pp |
| Annual return | 45.21% | 24.64%+20.6pp | 180.65%-135.4pp | 31.67%+13.5pp |
| Employer contribution / active EE | $2,552 | $2,541+0.4% | $3,689-30.8% | $2,019+26.4% |
| Participant deferral / active EE | $4,438 | $3,295+34.7% | $5,072-12.5% | $3,358+32.2% |
| Admin fee / account holder | $278 | $4,073-93.2% | $8,859-96.9% | $3,203-91.3% |