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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,068 |
JPMORGAN INVEST HOLDINGS LLC3+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $165 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,904 | $72,482-7.7% | $129,110-48.2% | $64,808+3.2% |
| Participation rate | 97.7% | 79.2%+18.5pp | 77.3%+20.5pp | 71.5%+26.2pp |
| Annual return | 35.97% | -9.08%+45.1pp | -10.94%+46.9pp | 32.82%+3.2pp |
| Employer contribution / active EE | $2,083 | $4,247-51.0% | $5,052-58.8% | $2,506-16.9% |
| Participant deferral / active EE | $3,154 | $5,679-44.5% | $6,542-51.8% | $4,310-26.8% |
| Admin fee / account holder | $73 | $144-49.3% | $14,302-99.5% | $188-61.1% |