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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,865 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,789 | $113,016+34.3% | $103,476+46.7% | $74,495+103.8% |
| Participation rate | 96.5% | 80.8%+15.7pp | 80.5%+15.9pp | 67.2%+29.3pp |
| Annual return | 11.88% | 23.24%-11.4pp | 23.90%-12.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,421 | $4,881-50.4% | $4,672-48.2% | $2,623-7.7% |
| Participant deferral / active EE | $6,105 | $7,279-16.1% | $6,623-7.8% | $4,346+40.5% |
| Admin fee / account holder | $196 | $1,709-88.5% | $9,413-97.9% | $1,942-89.9% |