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 | $22,487 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,409 | $49,451+60.6% | $79,550-0.2% | $66,914+18.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 69.5%+30.5pp | 69.8%+30.2pp |
| Annual return | -16.30% | 84.25%-100.6pp | 0.16%-16.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,289 | $1,266+159.9% | $2,413+36.3% | $2,544+29.3% |
| Participant deferral / active EE | $6,009 | $3,159+90.3% | $3,985+50.8% | $4,237+41.8% |
| Admin fee / account holder | $211 | $595-64.5% | $6,832-96.9% | $593-64.4% |