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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,862 | $65,435+182.5% | $86,677+113.3% | $66,914+176.3% |
| Participation rate | 96.6% | 75.5%+21.2pp | 76.6%+20.0pp | 69.8%+26.8pp |
| Annual return | -14.39% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $6,813 | $2,153+216.4% | $2,836+140.2% | $2,544+167.8% |
| Participant deferral / active EE | $7,959 | $4,100+94.1% | $4,656+71.0% | $4,237+87.9% |
| Admin fee / account holder | $117 | $642-81.8% | $7,493-98.4% | $593-80.3% |