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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,082 |
BENSLER, LLC3 years Filed as: BENSLER LLC Service code 27 10900 NE 8TH ST, SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $48,202 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,791 | $89,808-33.4% | $100,391-40.4% | $77,643-23.0% |
| Participation rate | 97.7% | 81.2%+16.5pp | 81.5%+16.2pp | 70.6%+27.2pp |
| Annual return | 16.25% | 20.62%-4.4pp | 49.20%-32.9pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,303 | $3,039-24.2% | $3,942-41.6% | $2,726-15.5% |
| Participant deferral / active EE | $10,435 | $8,284+26.0% | $8,082+29.1% | $4,647+124.5% |
| Admin fee / account holder | $251 | $174+43.8% | $7,899-96.8% | $430-41.8% |