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 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,974 | $88,890+74.3% | $102,423+51.3% | $77,643+99.6% |
| Participation rate | 96.6% | 80.9%+15.7pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 13.08% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.2pp |
| Employer contribution / active EE | $4,300 | $2,698+59.4% | $3,023+42.2% | $2,726+57.7% |
| Participant deferral / active EE | $10,075 | $5,145+95.8% | $5,053+99.4% | $4,647+116.8% |
| Admin fee / account holder | $59 | $235-75.1% | $9,451-99.4% | $430-86.4% |