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 | $82,353 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $33,662 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,509 | $50,815+11.2% | $155,509-63.7% | $77,643-27.2% |
| Participation rate | 94.0% | 63.1%+30.9pp | 78.2%+15.8pp | 70.6%+23.4pp |
| Annual return | 12.14% | 34.80%-22.7pp | 64.67%-52.5pp | 31.24%-19.1pp |
| Employer contribution / active EE | $988 | $1,993-50.4% | $4,672-78.9% | $2,726-63.8% |
| Participant deferral / active EE | $2,589 | $2,822-8.2% | $5,626-54.0% | $4,647-44.3% |
| Admin fee / account holder | $221 | $437-49.4% | $15,912-98.6% | $430-48.7% |