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 | $82,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,728 | $79,184+103.0% | $102,438+56.9% | $74,546+115.6% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 15.62% | 54.95%-39.3pp | 29.37%-13.7pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $6,194 | $2,362+162.2% | $3,024+104.8% | $2,624+136.0% |
| Participant deferral / active EE | $5,399 | $4,414+22.3% | $5,054+6.8% | $4,347+24.2% |
| Admin fee / account holder | $172 | $2,001-91.4% | $9,448-98.2% | $1,944-91.1% |