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 4-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 | $15,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,047 | $100,773-49.3% | $88,946-42.6% | $142,382-64.1% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.8%+26.6pp | 80.1%+15.3pp |
| Annual return | 20.80% | 70.18%-49.4pp | 57.82%-37.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $7,863 | $2,918+169.5% | $2,555+207.7% | $4,299+82.9% |
| Participant deferral / active EE | $19,223 | $5,230+267.5% | $4,581+319.6% | $6,507+195.4% |
| Admin fee / account holder | $190 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |