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 | $2,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,237 | $129,021-52.5% | $184,203-66.8% | $77,643-21.1% |
| Participation rate | 77.0% | 87.3%-10.3pp | 86.8%-9.8pp | 70.6%+6.4pp |
| Annual return | 17.28% | 33.27%-16.0pp | 28.81%-11.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,739 | $4,413-37.9% | $6,427-57.4% | $2,726+0.5% |
| Participant deferral / active EE | $5,260 | $7,297-27.9% | $9,131-42.4% | $4,647+13.2% |
| Admin fee / account holder | $6 | $254-97.7% | $13,901-100.0% | $430-98.6% |