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 3-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 | $12,160 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,878 |
FISHER INVESTMENTS1+ years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 99 PO BOX 8904 · VANCOUVER, WA 986889912 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,797 | $82,202-44.3% | $125,339-63.5% | $64,808-29.3% |
| Participation rate | 81.2% | 77.9%+3.3pp | 82.4%-1.2pp | 71.5%+9.7pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $3,781 | $3,615+4.6% | $4,814-21.4% | $2,506+50.9% |
| Participant deferral / active EE | $6,522 | $7,175-9.1% | $7,446-12.4% | $4,310+51.3% |
| Admin fee / account holder | $48 | $163-70.5% | $10,010-99.5% | $188-74.4% |