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 9-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 3455 N WINSOME PL · BOISE, ID 83702 | Advisory (Plan) | $37,054 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,578 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,221 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,495 | $102,317-47.7% | $146,958-63.6% | $80,856-33.8% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 12.79% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $6,036 | $3,713+62.5% | $4,933+22.4% | $2,755+119.1% |
| Participant deferral / active EE | $15,763 | $6,644+137.3% | $8,070+95.3% | $4,296+267.0% |
| Admin fee / account holder | $292 | $7,941-96.3% | $12,998-97.8% | $6,918-95.8% |