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 | $4,671 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,289 | $62,146-44.8% | $81,438-57.9% | $74,546-54.0% |
| Participation rate | 72.7% | 64.1%+8.6pp | 69.5%+3.2pp | 67.2%+5.5pp |
| Annual return | 13.53% | 16.49%-3.0pp | 24.74%-11.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,038 | $1,883+8.2% | $2,460-17.2% | $2,624-22.3% |
| Participant deferral / active EE | $3,629 | $3,229+12.4% | $3,883-6.5% | $4,347-16.5% |
| Admin fee / account holder | $38 | $1,922-98.0% | $5,764-99.3% | $1,944-98.0% |