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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,856 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,609 | $47,126-41.4% | $149,673-81.6% | $74,419-62.9% |
| Participation rate | 99.6% | 63.4%+36.3pp | 78.8%+20.9pp | 70.7%+28.9pp |
| Annual return | 30.15% | 22.75%+7.4pp | 134.42%-104.3pp | 34.38%-4.2pp |
| Employer contribution / active EE | $4,396 | $1,905+130.7% | $4,818-8.7% | $2,637+66.7% |
| Participant deferral / active EE | $5,830 | $2,728+113.7% | $5,680+2.6% | $4,528+28.7% |
| Admin fee / account holder | $39 | $343-88.6% | $13,210-99.7% | $348-88.7% |