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 | $22,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,824 | $87,870+92.1% | $113,168+49.2% | $74,304+127.2% |
| Participation rate | 90.5% | 70.7%+19.8pp | 76.6%+13.9pp | 60.3%+30.2pp |
| Annual return | 15.49% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,850 | $2,277+25.1% | $2,975-4.2% | $2,241+27.1% |
| Participant deferral / active EE | $7,285 | $4,241+71.8% | $5,107+42.7% | $3,767+93.4% |
| Admin fee / account holder | $156 | $3,368-95.4% | $12,068-98.7% | $2,969-94.7% |