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 | $30,509 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,213 | $80,724+66.3% | $103,333+29.9% | $74,495+80.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.82% | 27.56%-17.7pp | 24.88%-15.1pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $1,085 | $3,157-65.6% | $3,868-71.9% | $2,623-58.6% |
| Participant deferral / active EE | $6,691 | $3,860+73.3% | $5,057+32.3% | $4,346+54.0% |
| Admin fee / account holder | $157 | $2,368-93.4% | $8,355-98.1% | $1,942-91.9% |