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 | $23,406 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,707 | $53,165+61.2% | $86,188-0.6% | $74,419+15.2% |
| Participation rate | 98.6% | 64.9%+33.8pp | 69.0%+29.7pp | 70.7%+27.9pp |
| Annual return | 19.27% | 22.64%-3.4pp | 1168.45%-1149.2pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,327 | $1,210+174.9% | $2,380+39.8% | $2,637+26.1% |
| Participant deferral / active EE | $6,200 | $3,234+91.7% | $3,985+55.6% | $4,528+36.9% |
| Admin fee / account holder | $205 | $551-62.8% | $6,852-97.0% | $348-41.0% |