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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,412 | $110,299-24.4% | $102,423-18.6% | $199,593-58.2% |
| Participation rate | 97.6% | 86.3%+11.4pp | 76.5%+21.2pp | 72.0%+25.7pp |
| Annual return | 13.42% | 35.73%-22.3pp | 29.32%-15.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $2,952 | $3,603-18.1% | $3,023-2.4% | $3,034-2.7% |
| Participant deferral / active EE | $5,244 | $6,376-17.7% | $5,053+3.8% | $5,087+3.1% |
| Admin fee / account holder | $13 | $122-89.4% | $9,451-99.9% | $269-95.2% |