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 | $75,042 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,345 | $51,175+242.6% | $70,515+148.7% | $75,163+133.3% |
| Participation rate | 98.6% | 60.9%+37.6pp | 68.3%+30.2pp | 67.2%+31.4pp |
| Annual return | 16.62% | 30.02%-13.4pp | 32.77%-16.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $10,458 | $1,826+472.7% | $2,973+251.7% | $2,670+291.7% |
| Participant deferral / active EE | $10,822 | $2,849+279.8% | $4,567+137.0% | $4,125+162.3% |
| Admin fee / account holder | -$122 | $4,091-103.0% | $6,412-101.9% | $5,651-102.2% |