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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,296 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,494 | $92,985-80.1% | $153,485-88.0% | $80,856-77.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 20.21% | 19.95%+0.3pp | 15.65%+4.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,010 | $3,507-42.7% | $5,039-60.1% | $2,755-27.0% |
| Participant deferral / active EE | $2,619 | $5,178-49.4% | $6,757-61.2% | $4,296-39.0% |
| Admin fee / account holder | $243 | $8,880-97.3% | $12,724-98.1% | $6,918-96.5% |