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 | $22,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,310 | $81,900+27.4% | $119,609-12.8% | $68,494+52.3% |
| Participation rate | 92.8% | 71.9%+20.9pp | 79.3%+13.5pp | 67.9%+24.9pp |
| Annual return | -14.52% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,909 | $2,693+8.0% | $4,232-31.3% | $2,596+12.0% |
| Participant deferral / active EE | $9,372 | $4,148+126.0% | $5,602+67.3% | $4,027+132.7% |
| Admin fee / account holder | $223 | $6,582-96.6% | $10,323-97.8% | $5,403-95.9% |