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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,557 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 99 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Fees | $15,320 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,768 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,527 | $88,890+17.6% | $102,423+2.1% | $77,643+34.6% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 13.99% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,560 | $2,698-5.1% | $3,023-15.3% | $2,726-6.1% |
| Participant deferral / active EE | $5,321 | $5,145+3.4% | $5,053+5.3% | $4,647+14.5% |
| Admin fee / account holder | $139 | $235-40.8% | $9,451-98.5% | $430-67.6% |