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 INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,079 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,820 | $51,576-53.8% | $129,207-81.6% | $80,856-70.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 13.71% | 20.81%-7.1pp | 9417.33%-9403.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,595 | $1,584+63.8% | $4,153-37.5% | $2,755-5.8% |
| Participant deferral / active EE | $4,765 | $2,669+78.5% | $4,168+14.3% | $4,296+10.9% |
| Admin fee / account holder | $22 | $4,305-99.5% | $7,715-99.7% | $6,918-99.7% |