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 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,410 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,264 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,322 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,040 | $91,407-24.5% | $135,903-49.2% | $71,457-3.4% |
| Participation rate | 99.0% | 75.7%+23.4pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 19.85% | 29.90%-10.0pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $2,918 | $3,703-21.2% | $4,856-39.9% | $2,588+12.8% |
| Participant deferral / active EE | $8,784 | $7,092+23.9% | $7,758+13.2% | $4,289+104.8% |
| Admin fee / account holder | $226 | $1,266-82.1% | $10,762-97.9% | $1,587-85.7% |