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 | $74,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,751 | $59,054-49.6% | $97,226-69.4% | $77,643-61.7% |
| Participation rate | 90.0% | 67.9%+22.1pp | 72.7%+17.3pp | 70.6%+19.5pp |
| Annual return | 19.13% | 16.96%+2.2pp | 75.13%-56.0pp | 31.24%-12.1pp |
| Employer contribution / active EE | $3,016 | $1,742+73.1% | $2,729+10.5% | $2,726+10.6% |
| Participant deferral / active EE | $4,917 | $3,930+25.1% | $4,264+15.3% | $4,647+5.8% |
| Admin fee / account holder | $106 | $346-69.3% | $5,654-98.1% | $430-75.3% |