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 | $10,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,497 | $69,848+26.7% | $115,756-23.5% | $66,914+32.3% |
| Participation rate | 73.3% | 70.6%+2.6pp | 77.1%-3.8pp | 69.8%+3.5pp |
| Annual return | -16.79% | 969.66%-986.4pp | 143.14%-159.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $774 | $2,613-70.4% | $3,793-79.6% | $2,544-69.6% |
| Participant deferral / active EE | $2,655 | $4,274-37.9% | $6,254-57.5% | $4,237-37.3% |
| Admin fee / account holder | $117 | $337-65.3% | $8,124-98.6% | $593-80.3% |