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 | $36,213 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $25,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,866 | $50,982+11.5% | $154,803-63.3% | $85,563-33.5% |
| Participation rate | 88.1% | 59.8%+28.3pp | 78.1%+10.0pp | 66.0%+22.1pp |
| Annual return | 19.81% | 30.35%-10.5pp | 58.88%-39.1pp | 31.51%-11.7pp |
| Employer contribution / active EE | $2,740 | $1,708+60.4% | $4,305-36.3% | $2,654+3.3% |
| Participant deferral / active EE | $5,177 | $2,474+109.3% | $5,540-6.6% | $4,375+18.3% |
| Admin fee / account holder | $184 | $846-78.2% | $14,329-98.7% | $834-77.9% |