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 3-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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $8,391 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,257 | $79,013-84.5% | $100,391-87.8% | $74,495-83.5% |
| Participation rate | 85.2% | 79.5%+5.8pp | 81.5%+3.8pp | 67.2%+18.0pp |
| Annual return | 55.51% | 20.41%+35.1pp | 49.20%+6.3pp | 1364.94%-1309.4pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,281 | $7,760-19.1% | $8,082-22.3% | $4,346+44.5% |
| Admin fee / account holder | $46 | $1,320-96.5% | $7,899-99.4% | $1,942-97.6% |