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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $135,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,131 | $26,114+160.9% | $58,482+16.5% | $74,419-8.4% |
| Participation rate | 87.7% | 32.1%+55.6pp | 50.9%+36.9pp | 70.7%+17.0pp |
| Annual return | 15.92% | 32.51%-16.6pp | 4239.32%-4223.4pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,284 | $536+326.5% | $1,053+116.8% | $2,637-13.4% |
| Participant deferral / active EE | $4,691 | $1,075+336.5% | $1,924+143.8% | $4,528+3.6% |
| Admin fee / account holder | $152 | $649-76.6% | $2,516-94.0% | $348-56.2% |