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 10-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 |
|---|---|---|
Service code 27 3455 N WINSOME PL · BOISE, ID 83702 | Advisory (Plan) | $22,945 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,305 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,159 | $86,944-63.0% | $107,525-70.1% | $74,304-56.7% |
| Participation rate | 94.5% | 59.6%+35.0pp | 75.1%+19.4pp | 60.3%+34.2pp |
| Annual return | 15.75% | 23.52%-7.8pp | 181.32%-165.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,833 | $2,757+2.8% | $3,754-24.5% | $2,241+26.4% |
| Participant deferral / active EE | $3,322 | $3,554-6.5% | $5,116-35.1% | $3,767-11.8% |
| Admin fee / account holder | $186 | $3,727-95.0% | $8,919-97.9% | $2,969-93.7% |