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) | $30,432 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,023 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,191 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,173 | $101,317-27.8% | $146,958-50.2% | $74,495-1.8% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 16.23% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $2,794 | $3,810-26.7% | $4,933-43.4% | $2,623+6.5% |
| Participant deferral / active EE | $9,393 | $7,303+28.6% | $8,070+16.4% | $4,346+116.1% |
| Admin fee / account holder | $258 | $1,739-85.2% | $12,998-98.0% | $1,942-86.7% |