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 8-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,497 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,176 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,963 | $130,194-19.4% | $169,993-38.3% | $71,457+46.9% |
| Participation rate | 80.6% | 86.1%-5.5pp | 87.0%-6.4pp | 67.9%+12.7pp |
| Annual return | 21.06% | 20.37%+0.7pp | 53.37%-32.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $3,478 | $4,381-20.6% | $6,785-48.7% | $2,588+34.4% |
| Participant deferral / active EE | $14,478 | $6,923+109.1% | $10,408+39.1% | $4,289+237.6% |
| Admin fee / account holder | $18 | $966-98.2% | $12,815-99.9% | $1,587-98.9% |