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 | $48,703 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $40,611 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,559 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,000 | $89,436-39.6% | $164,813-67.2% | $77,643-30.5% |
| Participation rate | 90.4% | 78.6%+11.8pp | 78.6%+11.8pp | 70.6%+19.9pp |
| Annual return | 10.84% | 28.83%-18.0pp | 69.93%-59.1pp | 31.24%-20.4pp |
| Employer contribution / active EE | $2,216 | $2,569-13.7% | $4,341-48.9% | $2,726-18.7% |
| Participant deferral / active EE | $6,072 | $4,897+24.0% | $6,031+0.7% | $4,647+30.7% |
| Admin fee / account holder | $274 | $339-19.3% | $12,690-97.8% | $430-36.4% |