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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,830 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,316 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,148 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,468 | $71,964-54.9% | $167,512-80.6% | $85,563-62.1% |
| Participation rate | 78.2% | 61.0%+17.3pp | 77.1%+1.2pp | 66.0%+12.3pp |
| Annual return | 19.52% | 18.83%+0.7pp | 1615.79%-1596.3pp | 31.51%-12.0pp |
| Employer contribution / active EE | $1,189 | $1,875-36.6% | $3,882-69.4% | $2,654-55.2% |
| Participant deferral / active EE | $3,554 | $4,110-13.5% | $6,405-44.5% | $4,375-18.8% |
| Admin fee / account holder | $186 | $815-77.2% | $9,769-98.1% | $834-77.7% |