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 | $46,464+22.4% | $150,298-62.2% | $79,634-28.6% |
| Participation rate | 88.1% | 57.0%+31.1pp | 77.8%+10.3pp | 62.5%+25.6pp |
| Annual return | 19.81% | 27.89%-8.1pp | 62.79%-43.0pp | 36.46%-16.7pp |
| Employer contribution / active EE | $2,740 | $1,512+81.3% | $4,154-34.0% | $2,529+8.4% |
| Participant deferral / active EE | $5,177 | $2,157+140.0% | $5,453-5.1% | $3,835+35.0% |
| Admin fee / account holder | $184 | $891-79.3% | $14,116-98.7% | $1,002-81.6% |