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 | $18,370 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,806 | $55,415-69.7% | $155,509-89.2% | $74,495-77.4% |
| Participation rate | 81.6% | 61.9%+19.7pp | 78.2%+3.5pp | 67.2%+14.4pp |
| Annual return | 9.31% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $452 | $2,267-80.1% | $4,672-90.3% | $2,623-82.8% |
| Participant deferral / active EE | $2,665 | $2,836-6.0% | $5,626-52.6% | $4,346-38.7% |
| Admin fee / account holder | $56 | $1,738-96.8% | $15,912-99.6% | $1,942-97.1% |