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 6-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 | $22,509 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $16,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,557 | $51,197-34.5% | $82,719-59.4% | $66,914-49.9% |
| Participation rate | 96.3% | 67.8%+28.5pp | 72.6%+23.8pp | 69.8%+26.5pp |
| Annual return | -15.20% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $4,272 | $2,611+63.6% | $3,009+42.0% | $2,544+67.9% |
| Participant deferral / active EE | $7,084 | $3,458+104.9% | $4,395+61.2% | $4,237+67.2% |
| Admin fee / account holder | $297 | $416-28.6% | $5,329-94.4% | $593-50.0% |