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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,777 |
RPA FINANCIAL LLC8 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,544 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,929 | $87,870-54.6% | $113,168-64.7% | $74,304-46.3% |
| Participation rate | 84.0% | 70.7%+13.3pp | 76.6%+7.4pp | 60.3%+23.7pp |
| Annual return | 14.54% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $660 | $2,277-71.0% | $2,975-77.8% | $2,241-70.6% |
| Participant deferral / active EE | $2,272 | $4,241-46.4% | $5,107-55.5% | $3,767-39.7% |
| Admin fee / account holder | $299 | $3,368-91.1% | $12,068-97.5% | $2,969-89.9% |