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 | $31,659 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $16,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,662 | $58,264-45.7% | $86,612-63.4% | $71,457-55.7% |
| Participation rate | 98.2% | 65.0%+33.3pp | 71.7%+26.5pp | 67.9%+30.3pp |
| Annual return | 16.94% | 21.63%-4.7pp | 591.07%-574.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $3,853 | $2,574+49.7% | $3,022+27.5% | $2,588+48.9% |
| Participant deferral / active EE | $6,348 | $3,436+84.7% | $4,438+43.1% | $4,289+48.0% |
| Admin fee / account holder | $283 | $1,057-73.3% | $5,614-95.0% | $1,587-82.2% |