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 | $42,532 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,578 | $108,549-13.8% | $156,263-40.1% | $85,563+9.4% |
| Participation rate | 96.3% | 77.1%+19.2pp | 78.9%+17.4pp | 66.0%+30.4pp |
| Annual return | 11.44% | 21.79%-10.3pp | 59.47%-48.0pp | 31.51%-20.1pp |
| Employer contribution / active EE | $2,635 | $2,690-2.0% | $4,333-39.2% | $2,654-0.7% |
| Participant deferral / active EE | $5,551 | $4,800+15.6% | $6,158-9.9% | $4,375+26.9% |
| Admin fee / account holder | $128 | $650-80.3% | $14,255-99.1% | $834-84.6% |