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 |
|---|---|---|
Service code 27 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 | Advisory (Plan) | $89,894 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,117 | $119,446-27.9% | $150,045-42.6% | $85,563+0.6% |
| Participation rate | 98.2% | 75.4%+22.8pp | 82.3%+15.9pp | 66.0%+32.2pp |
| Annual return | 19.24% | 23.72%-4.5pp | 62.55%-43.3pp | 31.51%-12.3pp |
| Employer contribution / active EE | $4,946 | $4,078+21.3% | $4,693+5.4% | $2,654+86.4% |
| Participant deferral / active EE | $10,671 | $7,985+33.6% | $7,997+33.4% | $4,375+143.9% |
| Admin fee / account holder | $292 | $548-46.7% | $13,435-97.8% | $834-65.0% |