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 | $57,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,220 | $53,165+15.2% | $86,188-29.0% | $74,419-17.7% |
| Participation rate | 94.0% | 64.9%+29.1pp | 69.0%+25.0pp | 70.7%+23.3pp |
| Annual return | 16.94% | 22.64%-5.7pp | 1168.45%-1151.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,055 | $1,210+69.8% | $2,380-13.7% | $2,637-22.1% |
| Participant deferral / active EE | $5,804 | $3,234+79.5% | $3,985+45.6% | $4,528+28.2% |
| Admin fee / account holder | $157 | $551-71.5% | $6,852-97.7% | $348-54.8% |