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 |
|---|---|---|
Service code 27 PO BOX 35142 LB 1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $61,401 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,297 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,155 | $50,815+158.1% | $155,509-15.7% | $77,643+68.9% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 13.89% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.3pp |
| Employer contribution / active EE | $6,766 | $1,993+239.5% | $4,672+44.8% | $2,726+148.2% |
| Participant deferral / active EE | $5,673 | $2,822+101.0% | $5,626+0.8% | $4,647+22.1% |
| Admin fee / account holder | $160 | $437-63.3% | $15,912-99.0% | $430-62.8% |