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 | $35,596 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,698 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC/FUTUREPLAN Service code 13 FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $2,225 |
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 | $454,050 | $50,815+793.5% | $155,509+192.0% | $77,643+484.8% |
| Participation rate | 97.7% | 63.1%+34.6pp | 78.2%+19.5pp | 70.6%+27.1pp |
| Annual return | 14.73% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $15,360 | $1,993+670.8% | $4,672+228.7% | $2,726+463.5% |
| Participant deferral / active EE | $20,005 | $2,822+608.9% | $5,626+255.6% | $4,647+330.5% |
| Admin fee / account holder | $196 | $437-55.2% | $15,912-98.8% | $430-54.5% |