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 5-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 | $29,746 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,423 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,153 | $62,624-58.2% | $177,989-85.3% | $77,643-66.3% |
| Participation rate | 85.0% | 66.8%+18.2pp | 77.1%+7.9pp | 70.6%+14.4pp |
| Annual return | 12.88% | 16.16%-3.3pp | 294.48%-281.6pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,242 | $1,909-34.9% | $3,949-68.5% | $2,726-54.4% |
| Participant deferral / active EE | $3,857 | $4,219-8.6% | $6,276-38.5% | $4,647-17.0% |
| Admin fee / account holder | $174 | $386-54.8% | $10,363-98.3% | $430-59.5% |