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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,809 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,551 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,862 | $65,061+513.1% | $143,757+177.5% | $66,914+496.1% |
| Participation rate | 97.3% | 65.2%+32.1pp | 80.3%+17.0pp | 69.8%+27.5pp |
| Annual return | -13.46% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $4,954 | $2,361+109.9% | $4,951+0.1% | $2,544+94.7% |
| Participant deferral / active EE | $18,525 | $2,919+534.7% | $5,637+228.6% | $4,237+337.2% |
| Admin fee / account holder | $192 | $502-61.7% | $14,673-98.7% | $593-67.6% |