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 8-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 | $18,573 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $17,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,467 | $65,390-62.6% | $169,368-85.6% | $71,457-65.8% |
| Participation rate | 96.2% | 67.0%+29.2pp | 77.1%+19.1pp | 67.9%+28.3pp |
| Annual return | 16.67% | 21.31%-4.6pp | 405.60%-388.9pp | 28.85%-12.2pp |
| Employer contribution / active EE | $712 | $2,079-65.8% | $4,013-82.3% | $2,588-72.5% |
| Participant deferral / active EE | $3,090 | $4,367-29.2% | $6,221-50.3% | $4,289-27.9% |
| Admin fee / account holder | $129 | $1,324-90.3% | $9,003-98.6% | $1,587-91.9% |