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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,140 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,643 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,024 | $46,292+155.0% | $143,757-17.9% | $64,808+82.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -4.80% | -10.05%+5.3pp | -0.04%-4.8pp | 32.82%-37.6pp |
| Employer contribution / active EE | $6,723 | $1,910+252.0% | $4,951+35.8% | $2,506+168.3% |
| Participant deferral / active EE | $5,312 | $2,646+100.8% | $5,637-5.8% | $4,310+23.2% |
| Admin fee / account holder | $56 | $154-63.6% | $14,673-99.6% | $188-70.2% |