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 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,822 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,733 | $62,127+86.3% | $81,382+42.2% | $74,495+55.4% |
| Participation rate | 99.5% | 64.0%+35.5pp | 69.5%+30.1pp | 67.2%+32.3pp |
| Annual return | 12.88% | 16.48%-3.6pp | 24.73%-11.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,516 | $1,882+33.7% | $2,463+2.2% | $2,623-4.1% |
| Participant deferral / active EE | $5,465 | $3,229+69.2% | $3,883+40.7% | $4,346+25.8% |
| Admin fee / account holder | $22 | $1,934-98.9% | $5,768-99.6% | $1,942-98.9% |