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 9-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 | $17,881 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,163 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,501 | $87,870+32.6% | $113,168+2.9% | $74,304+56.8% |
| Participation rate | 74.8% | 70.7%+4.0pp | 76.6%-1.8pp | 60.3%+14.4pp |
| Annual return | 14.44% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,958 | $2,277-14.0% | $2,975-34.2% | $2,241-12.7% |
| Participant deferral / active EE | $8,617 | $4,241+103.2% | $5,107+68.7% | $3,767+128.7% |
| Admin fee / account holder | $187 | $3,368-94.4% | $12,068-98.4% | $2,969-93.7% |