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 INS. CO. OF AMER. Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,690 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,655 |
EMPLOYEE BENEFITS GROUP, LLC3 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $9,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,014 | $72,137-32.1% | $142,449-65.6% | $71,457-31.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 26.93% | 21.15%+5.8pp | 19.99%+6.9pp | 28.85%-1.9pp |
| Employer contribution / active EE | $3,156 | $3,793-16.8% | $4,847-34.9% | $2,588+21.9% |
| Participant deferral / active EE | $9,155 | $5,280+73.4% | $6,283+45.7% | $4,289+113.5% |
| Admin fee / account holder | $207 | $1,433-85.5% | $10,011-97.9% | $1,587-87.0% |