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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,459 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,643 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,597 | $113,293-63.3% | $67,502-38.4% | $199,593-79.2% |
| Participation rate | 91.8% | 73.3%+18.4pp | 72.9%+18.9pp | 72.0%+19.8pp |
| Annual return | 11.15% | 15.88%-4.7pp | 3512.12%-3501.0pp | 34.25%-23.1pp |
| Employer contribution / active EE | $3,601 | $3,401+5.9% | $2,731+31.9% | $3,034+18.7% |
| Participant deferral / active EE | $2,452 | $4,159-41.0% | $4,000-38.7% | $5,087-51.8% |
| Admin fee / account holder | $73 | $103-29.0% | $3,998-98.2% | $269-72.9% |