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 4-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 | $11,898 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,841 | $46,292-65.8% | $143,757-89.0% | $64,808-75.6% |
| Participation rate | 99.8% | 64.2%+35.6pp | 80.3%+19.5pp | 71.5%+28.4pp |
| Annual return | -10.74% | -10.05%-0.7pp | -0.04%-10.7pp | 32.82%-43.6pp |
| Employer contribution / active EE | $4,292 | $1,910+124.8% | $4,951-13.3% | $2,506+71.3% |
| Participant deferral / active EE | $5,659 | $2,646+113.9% | $5,637+0.4% | $4,310+31.3% |
| Admin fee / account holder | $35 | $154-77.4% | $14,673-99.8% | $188-81.5% |