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 5-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 | $54,186 |
Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $49,270 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,489 | $106,028-38.2% | $146,958-55.4% | $77,643-15.7% |
| Participation rate | 93.9% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 17.05% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,851 | $4,063-29.8% | $4,933-42.2% | $2,726+4.6% |
| Participant deferral / active EE | $10,973 | $7,990+37.3% | $8,070+36.0% | $4,647+136.1% |
| Admin fee / account holder | $196 | $337-41.8% | $12,998-98.5% | $430-54.4% |