Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,162 |
INTRUST BANK, N.A.5+ years Filed as: INTRUST BANK NA Service code 27 105 N MAIN ST · WICHITA, KS 67202 | Advisory (Plan) | $44,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,462 | $96,486-55.0% | $153,432-71.7% | $77,671-44.0% |
| Participation rate | 96.3% | 81.6%+14.7pp | 77.1%+19.2pp | 70.6%+25.7pp |
| Annual return | 12.94% | 14.44%-1.5pp | 15.66%-2.7pp | 31.21%-18.3pp |
| Employer contribution / active EE | $2,928 | $5,224-44.0% | $5,038-41.9% | $2,726+7.4% |
| Participant deferral / active EE | $7,263 | $6,609+9.9% | $6,757+7.5% | $4,648+56.3% |
| Admin fee / account holder | $277 | $182+51.8% | $12,725-97.8% | $430-35.7% |