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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,630 | $80,724-69.5% | $103,333-76.2% | $74,495-66.9% |
| Participation rate | 87.5% | 65.7%+21.8pp | 74.5%+13.0pp | 67.2%+20.3pp |
| Annual return | 12.29% | 27.56%-15.3pp | 24.88%-12.6pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,067 | $3,860-46.4% | $5,057-59.1% | $4,346-52.4% |
| Admin fee / account holder | $220 | $2,368-90.7% | $8,355-97.4% | $1,942-88.7% |