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 | $11,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,918 | $45,000-9.1% | $143,757-71.5% | $77,904-47.5% |
| Participation rate | 94.5% | 66.8%+27.7pp | 80.3%+14.2pp | 73.7%+20.9pp |
| Annual return | -15.76% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,238 | $1,870-33.8% | $4,951-75.0% | $2,848-56.5% |
| Participant deferral / active EE | $5,418 | $3,157+71.6% | $5,637-3.9% | $4,806+12.7% |
| Admin fee / account holder | $3 | $98-97.1% | $14,673-100.0% | $133-97.8% |