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 | $11,642 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,693 | $50,127+9.1% | $149,673-63.5% | $80,160-31.8% |
| Participation rate | 96.1% | 64.3%+31.9pp | 78.8%+17.4pp | 72.9%+23.2pp |
| Annual return | 18.96% | 29.82%-10.9pp | 134.42%-115.5pp | 40.38%-21.4pp |
| Employer contribution / active EE | $1,332 | $1,865-28.6% | $4,818-72.4% | $2,978-55.3% |
| Participant deferral / active EE | $5,061 | $3,194+58.5% | $5,680-10.9% | $5,017+0.9% |
| Admin fee / account holder | $3 | $153-97.8% | $13,210-100.0% | $145-97.7% |