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 | $44,930 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,251 |
EMPLOYEE BENEFITS GROUP, LLC4 years Service code 13 P.O. BOX 521093 · TULSA, OK 74152 | Contract Administrator | $10,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,323 | $79,700-20.5% | $153,485-58.7% | $74,495-15.0% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.35% | 15.07%-1.7pp | 15.65%-2.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,149 | $4,016-21.6% | $5,039-37.5% | $2,623+20.0% |
| Participant deferral / active EE | $9,431 | $5,315+77.4% | $6,757+39.6% | $4,346+117.0% |
| Admin fee / account holder | $266 | $1,790-85.1% | $12,724-97.9% | $1,942-86.3% |