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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,853 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,959 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,300 | $176,811-3.7% | $147,005+15.8% | - |
| Participation rate | 96.0% | 76.9%+19.1pp | 82.2%+13.8pp | - |
| Annual return | 101.97% | 11.59%+90.4pp | 418.76%-316.8pp | - |
| Employer contribution / active EE | $5,625 | $3,294+70.8% | $4,934+14.0% | - |
| Participant deferral / active EE | $13,561 | $6,900+96.5% | $8,070+68.1% | - |
| Admin fee / account holder | $159 | $27,451-99.4% | $13,006-98.8% | - |