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 | $2,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,353 | $55,472-34.5% | $155,567-76.6% | $74,546-51.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.56% | 268.72%-254.2pp | 64.74%-50.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,620 | $2,269+15.5% | $4,674-44.0% | $2,624-0.2% |
| Participant deferral / active EE | $5,247 | $2,838+84.9% | $5,628-6.8% | $4,347+20.7% |
| Admin fee / account holder | $20 | $1,743-98.8% | $15,916-99.9% | $1,944-99.0% |