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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,110 | $60,323-13.6% | $81,812-36.3% | $74,495-30.0% |
| Participation rate | 97.5% | 62.9%+34.7pp | 72.3%+25.2pp | 67.2%+30.3pp |
| Annual return | 13.50% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $5,048 | $2,620+92.7% | $2,912+73.3% | $2,623+92.5% |
| Participant deferral / active EE | $5,108 | $3,387+50.8% | $4,319+18.3% | $4,346+17.5% |
| Admin fee / account holder | $57 | $1,486-96.2% | $7,386-99.2% | $1,942-97.1% |