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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,999 | $76,050+164.3% | $96,544+108.2% | $71,457+181.3% |
| Participation rate | 97.4% | 74.4%+22.9pp | 76.0%+21.4pp | 67.9%+29.4pp |
| Annual return | 16.03% | 22.81%-6.8pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $6,500 | $2,244+189.6% | $2,965+119.2% | $2,588+151.2% |
| Participant deferral / active EE | $7,877 | $4,215+86.9% | $4,851+62.4% | $4,289+83.7% |
| Admin fee / account holder | $115 | $2,707-95.8% | $8,252-98.6% | $1,587-92.8% |