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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,852 | $100,227-52.3% | $169,993-71.9% | $74,419-35.7% |
| Participation rate | 74.3% | 87.3%-13.1pp | 87.0%-12.7pp | 70.7%+3.5pp |
| Annual return | 17.36% | 66.08%-48.7pp | 53.37%-36.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,384 | $4,263-44.1% | $6,785-64.9% | $2,637-9.6% |
| Participant deferral / active EE | $4,636 | $7,143-35.1% | $10,408-55.5% | $4,528+2.4% |
| Admin fee / account holder | $28 | $234-87.9% | $12,815-99.8% | $348-91.8% |