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 | $27,290 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,356 | $99,078-29.0% | $96,544-27.1% | $74,419-5.5% |
| Participation rate | 99.3% | 80.7%+18.6pp | 76.0%+23.3pp | 70.7%+28.6pp |
| Annual return | 15.61% | 22.48%-6.9pp | 25.84%-10.2pp | 34.38%-18.8pp |
| Employer contribution / active EE | $5,535 | $2,570+115.4% | $2,965+86.7% | $2,637+109.9% |
| Participant deferral / active EE | $2,963 | $4,933-39.9% | $4,851-38.9% | $4,528-34.6% |
| Admin fee / account holder | $76 | $225-66.2% | $8,252-99.1% | $348-78.1% |