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 10-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 | $57,181 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,427 | $42,353+23.8% | $79,550-34.1% | $64,808-19.1% |
| Participation rate | 98.4% | 64.8%+33.6pp | 69.5%+28.9pp | 71.5%+26.9pp |
| Annual return | -17.09% | -12.24%-4.8pp | 0.16%-17.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $2,018 | $1,181+71.0% | $2,413-16.4% | $2,506-19.4% |
| Participant deferral / active EE | $5,762 | $3,170+81.7% | $3,985+44.6% | $4,310+33.7% |
| Admin fee / account holder | $157 | $160-1.5% | $6,832-97.7% | $188-16.3% |