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 6-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 | $44,057 |
TRANSITIONAL BROKER LLC2 years Service code 55 11650 S STATE UNIT 200 · DRAPER, UT 84020 | Other Commissions | $27,904 |
Service code 99 3355 COCHRAN ST. 101 · SIMI VALLEY, CA 93063 | Other Fees | $3,491 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,335 | $62,127-59.2% | $81,382-68.9% | $74,495-66.0% |
| Participation rate | 96.3% | 64.0%+32.3pp | 69.5%+26.9pp | 67.2%+29.1pp |
| Annual return | 13.84% | 16.48%-2.6pp | 24.73%-10.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,455 | $1,882+30.4% | $2,463-0.3% | $2,623-6.4% |
| Participant deferral / active EE | $6,240 | $3,229+93.2% | $3,883+60.7% | $4,346+43.6% |
| Admin fee / account holder | $144 | $1,934-92.6% | $5,768-97.5% | $1,942-92.6% |