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 CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,310 | $53,136+9.7% | $155,509-62.5% | $199,593-70.8% |
| Participation rate | 95.7% | 64.1%+31.6pp | 78.2%+17.5pp | 72.0%+23.7pp |
| Annual return | 15.04% | 41.15%-26.1pp | 64.67%-49.6pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,225 | $1,851-33.8% | $4,672-73.8% | $3,034-59.6% |
| Participant deferral / active EE | $5,605 | $3,161+77.3% | $5,626-0.4% | $5,087+10.2% |
| Admin fee / account holder | $4 | $185-97.7% | $15,912-100.0% | $269-98.4% |