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 | $33,153 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,603 | $124,732-8.1% | $180,183-36.4% | $85,563+33.9% |
| Participation rate | 98.3% | 83.2%+15.1pp | 77.4%+20.8pp | 66.0%+32.3pp |
| Annual return | 23.64% | 17.73%+5.9pp | 27.86%-4.2pp | 31.51%-7.9pp |
| Employer contribution / active EE | $6,240 | $5,370+16.2% | $5,039+23.8% | $2,654+135.1% |
| Participant deferral / active EE | $9,146 | $7,763+17.8% | $6,822+34.1% | $4,375+109.1% |
| Admin fee / account holder | $86 | $294-70.8% | $19,975-99.6% | $834-89.7% |