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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,420 | $30,086+17.7% | $61,373-42.3% | $64,808-45.3% |
| Participation rate | 75.9% | 36.4%+39.5pp | 52.6%+23.3pp | 71.5%+4.4pp |
| Annual return | -14.62% | -13.99%-0.6pp | 338.61%-353.2pp | 32.82%-47.4pp |
| Employer contribution / active EE | $649 | $536+21.0% | $1,159-44.1% | $2,506-74.1% |
| Participant deferral / active EE | $3,178 | $1,126+182.3% | $2,125+49.6% | $4,310-26.3% |
| Admin fee / account holder | $24 | $148-83.5% | $2,130-98.9% | $188-87.0% |