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 | $25,025 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,376 | $60,323-26.4% | $81,812-45.8% | $74,495-40.4% |
| Participation rate | 98.3% | 62.9%+35.5pp | 72.3%+26.0pp | 67.2%+31.1pp |
| Annual return | 14.89% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,228 | $2,620+61.3% | $2,912+45.2% | $2,623+61.2% |
| Participant deferral / active EE | $6,287 | $3,387+85.6% | $4,319+45.6% | $4,346+44.7% |
| Admin fee / account holder | $281 | $1,486-81.1% | $7,386-96.2% | $1,942-85.6% |