Filed November 27, 2024
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 | $23,654 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,843 | $58,320+69.5% | $86,436+14.4% | $66,914+47.7% |
| Participation rate | 98.5% | 78.6%+19.9pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -12.42% | -9.71%-2.7pp | 4394.89%-4407.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $9,986 | $2,615+281.8% | $3,769+165.0% | $2,544+292.5% |
| Participant deferral / active EE | $12,238 | $6,899+77.4% | $6,952+76.1% | $4,237+188.9% |
| Admin fee / account holder | $171 | $546-68.6% | $6,731-97.5% | $593-71.1% |